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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
Q2 		$31.6M Sell
41,781
-1,683
-4% -$1.33M 2.86% 15
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 $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

Heron Bay Capital Management's MCK Position: Q2 2026 in Review

Heron Bay Capital Management reduced its McKesson (MCK) stake by 3.9% in Q2 2026, selling an estimated $1.33M and leaving 41,781 shares worth $31.6M. The position accounts for 2.86% of the portfolio, ranked #15.

Heron Bay Capital Management first reported a position in MCK in Q4 2020 and has held it in 23 quarters since. The position peaked at $37.6M in Q1 2026. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Heron Bay Capital Management held 41,781 shares of McKesson worth $31.6M as of Q2 2026.
  • Heron Bay Capital Management sold 1,683 McKesson shares in Q2 2026, an estimated $1.33M.
  • McKesson made up 2.86% of Heron Bay Capital Management's portfolio in Q2 2026, its #15 holding.
  • Heron Bay Capital Management first reported a position in McKesson in Q4 2020 and has held it in 23 quarters since.
  • Heron Bay Capital Management's McKesson position peaked at $37.6M in Q1 2026.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Heron Bay Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.