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Heritage Family Offices’s McKesson MCK Stock Holding History

Heritage Family Offices’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
2026
Q2 		$1.34M Buy
1,769
+36
+2% +$28.5K 0.52% 47
2026
Q1 		$1.5M Sell
1,733
-6
-0.3% -$5.36K 0.67% 34
2025
Q4 		$1.43M Buy
1,739
+6
+0.3% +$4.9K 0.65% 36
2025
Q3 		$1.34M Buy
1,733
+4
+0.2% +$2.82K 0.62% 36
2025
Q2 		$1.16M Hold
1,729
– – 0.58% 35
2025
Q1 		$1.16M Hold
1,729
– – 0.6% 34
2024
Q4 		$985K Sell
1,729
-1,283
-43% -$719K 0.49% 47
2024
Q3 		$1.49M Hold
3,012
– – 0.77% 30
2024
Q2 		$1.76M Buy
+3,012
New +$1.68M 0.98% 21

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Heritage Family Offices's MCK Position: Q2 2026 in Review

Heritage Family Offices increased its McKesson (MCK) stake by 2.1% in Q2 2026, buying an estimated $28.5K and bringing the position to 1,769 shares worth $1.34M. The position accounts for 0.52% of the portfolio, ranked #47.

Heritage Family Offices first reported a position in MCK in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.76M in Q2 2024. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Heritage Family Offices held 1,769 shares of McKesson worth $1.34M as of Q2 2026.
  • Heritage Family Offices bought 36 McKesson shares in Q2 2026, an estimated $28.5K.
  • McKesson made up 0.52% of Heritage Family Offices's portfolio in Q2 2026, its #47 holding.
  • Heritage Family Offices first reported a position in McKesson in Q2 2024 and has held it in 9 quarters since.
  • Heritage Family Offices's McKesson position peaked at $1.76M in Q2 2024.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.