Heritage Trust Co

Bank

Position in HCA — HCA Healthcare, Inc.

CIK 1706028 OKLAHOMA CITY, OK

Position in HCA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,078,571

-$671,382 QoQ

Shares Held

7,896

-0.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#460

of 1,326 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Heritage Trust Co holds $3,078,571 across 1 Medical Care Facilities name. HCA ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HCA	HCA Healthcare, Inc. This page	7,896	$3,078,571

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,078,571	7,896	-0.4%	Shares	Sole	2026-08-06
2026-03-31	$3,749,953	7,924	-3.2%	Shares	Sole	2026-05-13
2025-12-31	$3,820,314	8,183	-0.5%	Shares	Sole	2026-02-10
2025-09-30	$3,505,068	8,224	-0.3%	Shares	Sole	2025-11-12
2025-06-30	$3,159,808	8,248	-1.5%	Shares	Sole	2025-08-12
2025-03-31	$2,893,289	8,373	+1.6%	Shares	Other	2025-05-09
2024-12-31	$2,473,235	8,240	-1.9%	Shares	Other	2025-02-13
2024-06-30	$2,697,788	8,397	-0.6%	Shares	Other	2024-08-12
2024-03-31	$2,817,661	8,448	+0.6%	Shares	Other	2024-05-10
2023-12-31	$2,273,170	8,398	+18.8%	Shares	Other	2024-02-09
2023-09-30	$1,739,078	7,070	-0.4%	Shares	Other	2023-11-08
2023-06-30	$2,154,403	7,099	-1.2%	Shares	Other	2023-08-11
2023-03-31	$1,894,803	7,186	+0.1%	Shares	Other	2023-05-12
2022-12-31	$1,723,152	7,181	+3.7%	Shares	Sole	2023-02-10
2022-09-30	$1,272,745	6,925	-1.0%	Shares	Sole	2022-11-10
2022-06-30	$1,176,083	6,998	-3.1%	Shares	Sole	2022-08-11
2022-03-31	$1,809,476	7,220	-0.7%	Shares	Sole	2022-05-11
2021-12-31	$1,867,551	7,269	+9.9%	Shares	Sole	2022-02-09
2021-09-30	$1,605,835	6,616	-0.3%	Shares	Sole	2021-11-09
2021-06-30	$1,371,513	6,634	+75.3%	Shares	Sole	2021-08-09
2021-03-31	$712,866	3,785	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.