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HFM Investment Advisors’s McKesson MCK Stock Holding History

HFM Investment 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 		$1.73K Sell
2
-3
-60% -$2.68K ﹤0.01% 256
2025
Q4 		$4.1K Buy
5
+3
+150% +$2.45K ﹤0.01% 206
2025
Q3 		$1.54K Hold
2
– – ﹤0.01% 244
2025
Q2 		$1.47K Buy
2
+1
+100% +$706 ﹤0.01% 246
2025
Q1 		$673 Buy
+1
New +$618 ﹤0.01% 226

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

HFM Investment Advisors's MCK Position: Q1 2026 in Review

HFM Investment Advisors reduced its McKesson (MCK) stake by 60% in Q1 2026, selling an estimated $2.68K and leaving 2 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

HFM Investment Advisors first reported a position in MCK in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.1K in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • HFM Investment Advisors held 2 shares of McKesson worth $1.73K as of Q1 2026.
  • HFM Investment Advisors sold 3 McKesson shares in Q1 2026, an estimated $2.68K.
  • McKesson made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #256 holding.
  • HFM Investment Advisors first reported a position in McKesson in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's McKesson position peaked at $4.1K in Q4 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.