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HHM Wealth Advisors’s McKesson MCK Stock Holding History

HHM 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
Q2 		$29.5K Buy
39
+3
+8% +$2.38K ﹤0.01% 467
2026
Q1 		$31.2K Buy
36
+8
+29% +$7.14K ﹤0.01% 438
2025
Q4 		$23K Hold
28
– – ﹤0.01% 477
2025
Q3 		$21.6K Sell
28
-4
-13% -$2.82K ﹤0.01% 499
2025
Q2 		$23.4K Hold
32
– – ﹤0.01% 486
2025
Q1 		$21.5K Hold
32
– – ﹤0.01% 491
2024
Q4 		$18.2K Buy
32
+4
+14% +$2.24K ﹤0.01% 512
2024
Q3 		$13.8K Hold
28
– – ﹤0.01% 514
2024
Q2 		$16.4K Hold
28
– – ﹤0.01% 483
2024
Q1 		$15K Hold
28
– – ﹤0.01% 460
2023
Q4 		$13K Hold
28
– – ﹤0.01% 478
2023
Q3 		$12.2K Hold
28
– – ﹤0.01% 472
2023
Q2 		$12K Hold
28
– – ﹤0.01% 499
2023
Q1 		$9.97K Buy
+28
New +$10.1K ﹤0.01% 528

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HHM Wealth Advisors's MCK Position: Q2 2026 in Review

HHM Wealth Advisors increased its McKesson (MCK) stake by 8.3% in Q2 2026, buying an estimated $2.38K and bringing the position to 39 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

HHM Wealth Advisors first reported a position in MCK in Q1 2023 and has held it in 14 quarters since. The position peaked at $31.2K in Q1 2026. 654 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • HHM Wealth Advisors held 39 shares of McKesson worth $29.5K as of Q2 2026.
  • HHM Wealth Advisors bought 3 McKesson shares in Q2 2026, an estimated $2.38K.
  • McKesson made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #467 holding.
  • HHM Wealth Advisors first reported a position in McKesson in Q1 2023 and has held it in 14 quarters since.
  • HHM Wealth Advisors's McKesson position peaked at $31.2K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.