HF Advisory Group’s McKesson MCK Stock Holding History

HF Advisory Group’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	$1.15M	Sell	1,516 -675	-31%	-$535K	0.35%	92
2026 Q1	$1.9M	Buy	2,191 +121	+6%	+$108K	0.65%	58
2025 Q4	$1.7M	Hold	2,070	–	–	0.59%	61
2025 Q3	$1.6M	Buy	2,070 +848	+69%	+$597K	0.59%	62
2025 Q2	$895K	Sell	1,222 -103	-8%	-$72.7K	0.35%	99
2025 Q1	$892K	Buy	1,325 +1	+0.1%	+$618	0.39%	97
2024 Q4	$754K	Buy	1,324 +215	+19%	+$120K	0.35%	99
2024 Q3	$548K	Buy	1,109 +112	+11%	+$62.4K	0.25%	123
2024 Q2	$582K	Buy	997 +136	+16%	+$75.7K	0.3%	114
2024 Q1	$462K	Buy	861 +215	+33%	+$109K	0.26%	117
2023 Q4	$299K	Buy	646 +112	+21%	+$50.9K	0.19%	132
2023 Q3	$238K	Buy	+534	New	+$225K	0.18%	135

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

HF Advisory Group's MCK Position: Q2 2026 in Review

HF Advisory Group reduced its McKesson (MCK) stake by 31% in Q2 2026, selling an estimated $535K and leaving 1,516 shares worth $1.15M. The position accounts for 0.35% of the portfolio, ranked #92.

HF Advisory Group first reported a position in MCK in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.9M in Q1 2026. 300 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

HF Advisory Group held 1,516 shares of McKesson worth $1.15M as of Q2 2026.
HF Advisory Group sold 675 McKesson shares in Q2 2026, an estimated $535K.
McKesson made up 0.35% of HF Advisory Group's portfolio in Q2 2026, its #92 holding.
HF Advisory Group first reported a position in McKesson in Q3 2023 and has held it in 12 quarters since.
HF Advisory Group's McKesson position peaked at $1.9M in Q1 2026.
300 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.