Heritage Trust
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Heritage Trust’s McKesson MCK Stock Holding History

Heritage Trust’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
Q3 		$1.61M Sell
1,881
-504
-21% -$434K 0.14% 143
2026
Q2 		$1.8M Sell
2,385
-1
-0% -$793 0.16% 137
2026
Q1 		$2.06M Sell
2,386
-83
-3% -$74.1K 0.21% 113
2025
Q4 		$2.03M Hold
2,469
– – 0.21% 113
2025
Q3 		$1.91M Hold
2,469
– – 0.2% 119
2025
Q2 		$1.81M Sell
2,469
-80
-3% -$56.5K 0.21% 120
2025
Q1 		$1.72M Hold
2,549
– – 0.21% 118
2024
Q4 		$1.45M Buy
+2,549
New +$1.43M 0.17% 124
2024
Q2 		$1.49M Sell
2,554
-64
-2% -$35.6K 0.2% 118
2024
Q1 		$1.41M Hold
2,618
– – 0.19% 127
2023
Q4 		$1.21M Sell
2,618
-9
-0.3% -$4.09K 0.17% 132
2023
Q3 		$1.14M Hold
2,627
– – 0.18% 126
2023
Q2 		$1.12M Buy
2,627
+283
+12% +$109K 0.16% 130
2023
Q1 		$835K Buy
2,344
+397
+20% +$143K 0.13% 141
2022
Q4 		$730K Sell
1,947
-306
-14% -$114K 0.12% 151
2022
Q3 		$766K Sell
2,253
-6,806
-75% -$2.36M 0.13% 139
2022
Q2 		$2.96M Buy
9,059
+134
+2% +$42.9K 0.48% 61
2022
Q1 		$2.73M Buy
8,925
+484
+6% +$132K 0.39% 73
2021
Q4 		$2.1M Buy
8,441
+3,843
+84% +$844K 0.27% 92
2021
Q3 		$917K Buy
4,598
+2,787
+154% +$557K 0.13% 137
2021
Q2 		$347K Buy
+1,811
New +$350K 0.05% 204
2019
Q1 		– Sell
-60
Closed -$7K – 319
2018
Q4 		$7K Hold
60
– – ﹤0.01% 331
2018
Q3 		$8K Hold
60
– – ﹤0.01% 337
2018
Q2 		$8K Buy
+60
New +$8.78K ﹤0.01% 320

Other funds holding MCK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Heritage Trust's MCK Position: Q3 2026 in Review

Heritage Trust reduced its McKesson (MCK) stake by 21% in Q3 2026, selling an estimated $434K and leaving 1,881 shares worth $1.61M. The position accounts for 0.14% of the portfolio, ranked #143.

Heritage Trust first reported a position in MCK in Q2 2018 and has held it in 24 quarters since. The position peaked at $2.96M in Q2 2022. 1,380 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Heritage Trust held 1,881 shares of McKesson worth $1.61M as of Q3 2026.
  • Heritage Trust sold 504 McKesson shares in Q3 2026, an estimated $434K.
  • McKesson made up 0.14% of Heritage Trust's portfolio in Q3 2026, its #143 holding.
  • Heritage Trust first reported a position in McKesson in Q2 2018 and has held it in 24 quarters since.
  • Heritage Trust's McKesson position peaked at $2.96M in Q2 2022.
  • 1,380 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Heritage Trust's 13F filing for Q3 2026, filed 9 Nov 2026.