Heritage Wealth Advisors

Position in MCK — Mckesson Corp

CIK 1591122 RICHMOND, VA

Position in MCK

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$448,256

+$23,346 QoQ

Shares Held

518

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

Heritage Wealth Advisors holds $668,623 across 5 Medical Distribution names. MCK ranks #1 (67.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCK	Mckesson Corp This page	518	$448,256
2	ACH	Accendra Health Inc/Va/	46,894	$106,918
3	CAH	Cardinal Health Inc	300	$63,393
4	HSIC	Henry Schein Inc	611	$45,030
5	COR	Cencora, Inc.	16	$5,026

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$448,256	518	0.0%	Shares	Sole	2026-05-14
2025-12-31	$424,910	518	0.0%	Shares	Sole	2026-02-13
2025-09-30	$400,175	518	0.0%	Shares	Sole	2025-11-13
2025-06-30	$379,580	518	-28.0%	Shares	Sole	2025-08-11
2025-03-31	$483,879	719	-0.3%	Shares	Sole	2025-05-08
2024-12-31	$410,905	721	-17.0%	Shares	Sole	2025-02-12
2024-09-30	$429,650	869	+71.1%	Shares	Sole	2024-11-12
2024-06-30	$296,692	508	0.0%	Shares	Sole	2024-12-12
2024-03-31	$272,719	508	0.0%	Shares	Sole	2024-12-12
2023-12-31	$235,193	508	0.0%	Shares	Sole	2024-12-12
2023-09-30	$220,903	508	0.0%	Shares	Sole	2024-12-12
2023-06-30	$217,073	508	0.0%	Shares	Sole	2024-12-12
2023-03-31	$180,873	508	0.0%	Shares	Sole	2023-05-04
2022-12-31	$190,560	508	0.0%	Shares	Sole	2024-12-12
2022-09-30	$172,653	508	0.0%	Shares	Sole	2024-12-12
2022-06-30	$165,714	508	0.0%	Shares	Sole	2022-08-04
2022-03-31	$155,514	508	0.0%	Shares	Sole	2022-05-11
2021-12-31	$126,273	508	0.0%	Shares	Sole	2022-03-28
2021-09-30	$101,285	508	0.0%	Shares	Sole	2021-11-02
2021-06-30	$97,149	508	0.0%	Shares	Sole	2021-08-09
2021-03-31	$99,080	508	0.0%	Shares	Sole	2021-04-27
2020-12-31	$88,351	508	0.0%	Shares	Sole	2021-02-01
2020-09-30	$75,656	508	0.0%	Shares	Sole	2020-11-03
2020-06-30	$77,937	508	0.0%	Shares	Sole	2020-07-17
2020-03-31	$68,712	508	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.