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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Trust's MCK Position: Q1 2026 in Review

Heritage Trust reduced its McKesson (MCK) stake by 3.4% in Q1 2026, selling an estimated $74.1K and leaving 2,386 shares worth $2.06M. The position accounts for 0.21% of the portfolio, ranked #113.

Heritage Trust first reported a position in MCK in Q2 2018 and has held it in 22 quarters since. The position peaked at $2.96M in Q2 2022. 2,033 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Heritage Trust held 2,386 shares of McKesson worth $2.06M as of Q1 2026.
  • Heritage Trust sold 83 McKesson shares in Q1 2026, an estimated $74.1K.
  • McKesson made up 0.21% of Heritage Trust's portfolio in Q1 2026, its #113 holding.
  • Heritage Trust first reported a position in McKesson in Q2 2018 and has held it in 22 quarters since.
  • Heritage Trust's McKesson position peaked at $2.96M in Q2 2022.
  • 2,033 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.