Heck Capital Advisors’s McKesson MCK Stock Holding History

Heck Capital Advisors’s Portfolio MCK Stock Details MCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5	Closed	-$2.85K	–	564
2024 Q4	$2.85K	Buy	+5	New	+$2.8K	﹤0.01%	612

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heck Capital Advisors's MCK Position: Q1 2025 in Review

Heck Capital Advisors sold out of McKesson (MCK) in Q1 2025, closing a stake of 5 shares — an estimated $2.85K sold.

Heck Capital Advisors first reported a position in MCK in Q4 2024 and held it in 1 quarter. The position peaked at $2.85K in Q4 2024. 1,755 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

Heck Capital Advisors reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 5 McKesson shares in Q1 2025, an estimated $2.85K.
Heck Capital Advisors first reported a position in McKesson in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's McKesson position peaked at $2.85K in Q4 2024.
1,755 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.