Heritage Wealth Advisors’s McKesson MCK Stock Holding History

Heritage Wealth 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
2026 Q1	$448K	Hold	518	–	–	0.02%	140
2025 Q4	$425K	Hold	518	–	–	0.02%	154
2025 Q3	$400K	Hold	518	–	–	0.02%	147
2025 Q2	$380K	Sell	518 -201	-28%	-$142K	0.02%	153
2025 Q1	$484K	Sell	719 -2	-0.3%	-$1.24K	0.02%	130
2024 Q4	$411K	Sell	721 -148	-17%	-$82.9K	0.02%	147
2024 Q3	$430K	Buy	869 +361	+71%	+$201K	0.02%	153
2024 Q2	$297K	Hold	508	–	–	0.01%	167
2024 Q1	$273K	Hold	508	–	–	0.01%	186
2023 Q4	$235K	Hold	508	–	–	0.01%	200
2023 Q3	$221K	Hold	508	–	–	0.01%	192
2023 Q2	$217K	Hold	508	–	–	0.01%	200
2023 Q1	$181K	Hold	508	–	–	0.01%	210
2022 Q4	$191K	Hold	508	–	–	0.01%	214
2022 Q3	$173K	Hold	508	–	–	0.01%	212
2022 Q2	$166K	Hold	508	–	–	0.01%	217
2022 Q1	$156K	Hold	508	–	–	0.01%	217
2021 Q4	$126K	Hold	508	–	–	0.01%	241
2021 Q3	$101K	Hold	508	–	–	0.01%	249
2021 Q2	$97.2K	Hold	508	–	–	0.01%	260
2021 Q1	$99.1K	Hold	508	–	–	0.01%	268
2020 Q4	$88K	Hold	508	–	–	0.01%	269
2020 Q3	$75.7K	Hold	508	–	–	0.01%	235
2020 Q2	$77.9K	Hold	508	–	–	0.01%	224
2020 Q1	$68.7K	Hold	508	–	–	0.01%	228
2019 Q4	$70.3K	Hold	508	–	–	0.01%	274
2019 Q3	$69K	Hold	508	–	–	0.01%	244
2019 Q2	$68.3K	Hold	508	–	–	0.01%	227
2019 Q1	$59.5K	Hold	508	–	–	0.01%	214
2018 Q4	$56K	Hold	508	–	–	0.01%	189
2018 Q3	$67K	Buy	+508	New	+$66.2K	0.01%	175

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's MCK Position: Q1 2026 in Review

Heritage Wealth Advisors held its McKesson (MCK) position steady in Q1 2026 at 518 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #140.

Heritage Wealth Advisors first reported a position in MCK in Q3 2018 and has held it in 31 quarters since. The position peaked at $484K in Q1 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Heritage Wealth Advisors held 518 shares of McKesson worth $448K as of Q1 2026.
Heritage Wealth Advisors left its McKesson share count unchanged in Q1 2026.
McKesson made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #140 holding.
Heritage Wealth Advisors first reported a position in McKesson in Q3 2018 and has held it in 31 quarters since.
Heritage Wealth Advisors's McKesson position peaked at $484K in Q1 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.