Superior Planning, LLC’s McKesson MCK Stock Holding History

Superior Planning, LLC’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 Q3	$63.2K	Buy	+74	New	+$63.7K	0.03%	315

Other funds holding MCK

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's MCK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in McKesson (MCK) in Q3 2026: 74 shares worth $63.2K. The stake represents 0.03% of the portfolio and ranks #315 among its holdings.

1,549 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

Superior Planning, LLC held 74 shares of McKesson worth $63.2K as of Q3 2026.
McKesson was a new Superior Planning, LLC position in Q3 2026.
McKesson made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #315 holding.
1,549 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.