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HighPoint Advisor Group’s McKesson MCK Stock Holding History

HighPoint Advisor 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 		$390K Buy
+516
New +$409K 0.01% 521
2026
Q1 		– Sell
-5,983
Closed -$4.91M – 884
2025
Q4 		$4.91M Buy
5,983
+1,728
+41% +$1.41M 0.11% 168
2025
Q3 		$3.29M Buy
4,255
+96
+2% +$67.6K 0.16% 110
2025
Q2 		$3.05M Buy
4,159
+43
+1% +$30.3K 0.16% 109
2025
Q1 		$2.91M Buy
4,116
+371
+10% +$229K 0.17% 106
2024
Q4 		$2.29M Sell
3,745
-84
-2% -$47K 0.12% 136
2024
Q3 		$2.02M Sell
3,829
-40
-1% -$22.3K 0.12% 146
2024
Q2 		$2.36M Sell
3,869
-106
-3% -$59K 0.14% 122
2024
Q1 		$2.21M Sell
3,975
-33
-0.8% -$16.8K 0.16% 113
2023
Q4 		$2.13M Buy
+4,008
New +$1.82M 0.15% 114
2022
Q2 		$535K Buy
+1,665
New +$533K 0.06% 271
2021
Q3 		$353K Sell
1,770
-228
-11% -$45.6K 0.03% 369
2021
Q2 		$382K Buy
1,998
+454
+29% +$87.7K 0.04% 354
2021
Q1 		$295K Buy
1,544
+124
+9% +$22.6K 0.03% 374
2020
Q4 		$263K Buy
+1,420
New +$236K 0.03% 377
2020
Q1 		– Sell
-1,338
Closed -$207K – 374
2019
Q4 		$207K Sell
1,338
-2,150
-62% -$304K 0.04% 327
2019
Q3 		$489K Sell
3,488
-181
-5% -$25.7K 0.11% 163
2019
Q2 		$509K Buy
+3,669
New +$457K 0.12% 152
2018
Q2 		– Sell
-1,382
Closed -$201K – 340
2018
Q1 		$201K Sell
1,382
-49
-3% -$7.63K 0.06% 307
2017
Q4 		$209K Buy
+1,431
New +$212K 0.06% 273

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

HighPoint Advisor Group's MCK Position: Q2 2026 in Review

HighPoint Advisor Group opened a new position in McKesson (MCK) in Q2 2026: 516 shares worth $390K. The stake represents 0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: HighPoint Advisor Group previously reported a position in MCK as recently as Q4 2025.

HighPoint Advisor Group first reported a position in MCK in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.91M in Q4 2025. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • HighPoint Advisor Group held 516 shares of McKesson worth $390K as of Q2 2026.
  • McKesson was a new HighPoint Advisor Group position in Q2 2026.
  • McKesson made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #521 holding.
  • HighPoint Advisor Group first reported a position in McKesson in Q4 2017 and has held it in 20 quarters since.
  • HighPoint Advisor Group's McKesson position peaked at $4.91M in Q4 2025.
  • 1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.