HBCM
MCK icon

Heron Bay Capital Management’s McKesson MCK Stock Holding History

Heron Bay Capital Management’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 		$37.6M Buy
43,464
+26,618
+158% +$23.8M 3.47% 11
2025
Q4 		$13.8M Sell
16,846
-1,939
-10% -$1.58M 2.64% 15
2025
Q3 		$14.5M Sell
18,785
-407
-2% -$287K 2.71% 13
2025
Q2 		$14.1M Sell
19,192
-14
-0.1% -$9.88K 2.77% 14
2025
Q1 		$12.9M Sell
19,206
-110
-0.6% -$68K 2.72% 14
2024
Q4 		$11M Buy
19,316
+456
+2% +$255K 2.3% 18
2024
Q3 		$9.32M Buy
18,860
+319
+2% +$178K 1.96% 21
2024
Q2 		$10.8M Buy
18,541
+105
+0.6% +$58.5K 2.31% 17
2024
Q1 		$9.9M Buy
18,436
+2,130
+13% +$1.08M 2.1% 18
2023
Q4 		$7.55M Sell
16,306
-694
-4% -$316K 1.75% 22
2023
Q3 		$7.39M Buy
17,000
+1,057
+7% +$445K 1.99% 20
2023
Q2 		$6.81M Buy
15,943
+139
+0.9% +$53.4K 1.89% 21
2023
Q1 		$5.63M Buy
15,804
+5,970
+61% +$2.16M 2.19% 16
2022
Q4 		$3.69M Buy
9,834
+146
+2% +$54.5K 2.28% 19
2022
Q3 		$3.29M Buy
9,688
+300
+3% +$104K 2.24% 18
2022
Q2 		$3.06M Sell
9,388
-357
-4% -$114K 1.86% 24
2022
Q1 		$2.98M Buy
9,745
+277
+3% +$75.3K 1.46% 30
2021
Q4 		$2.35M Buy
9,468
+274
+3% +$60.2K 1.16% 33
2021
Q3 		$1.83M Buy
9,194
+120
+1% +$24K 0.95% 38
2021
Q2 		$1.74M Buy
9,074
+551
+6% +$106K 0.96% 39
2021
Q1 		$1.66M Buy
8,523
+418
+5% +$76.3K 0.99% 39
2020
Q4 		$1.41M Buy
+8,105
New +$1.35M 0.92% 40

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

Heron Bay Capital Management's MCK Position: Q1 2026 in Review

Heron Bay Capital Management increased its McKesson (MCK) stake by 158% in Q1 2026, buying an estimated $23.8M and bringing the position to 43,464 shares worth $37.6M. The position accounts for 3.47% of the portfolio, ranked #11.

Heron Bay Capital Management first reported a position in MCK in Q4 2020 and has held it in 22 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Heron Bay Capital Management held 43,464 shares of McKesson worth $37.6M as of Q1 2026.
  • Heron Bay Capital Management bought 26,618 McKesson shares in Q1 2026, an estimated $23.8M.
  • McKesson made up 3.47% of Heron Bay Capital Management's portfolio in Q1 2026, its #11 holding.
  • Heron Bay Capital Management first reported a position in McKesson in Q4 2020 and has held it in 22 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Heron Bay Capital Management's 13F filing for Q1 2026, filed 13 May 2026.