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Abacus Planning Group’s McKesson MCK Stock Holding History

Abacus Planning 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 		$214K Buy
283
+4
+1% +$3.17K 0.03% 241
2026
Q1 		$241K Sell
279
-22
-7% -$19.6K 0.03% 227
2025
Q4 		$247K Sell
301
-4
-1% -$3.26K 0.03% 225
2025
Q3 		$236K Hold
305
– – 0.03% 220
2025
Q2 		$223K Hold
305
– – 0.03% 220
2025
Q1 		$205K Buy
+305
New +$189K 0.04% 216

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

Abacus Planning Group's MCK Position: Q2 2026 in Review

Abacus Planning Group increased its McKesson (MCK) stake by 1.4% in Q2 2026, buying an estimated $3.17K and bringing the position to 283 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #241.

Abacus Planning Group first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $247K in Q4 2025. 1,997 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Abacus Planning Group held 283 shares of McKesson worth $214K as of Q2 2026.
  • Abacus Planning Group bought 4 McKesson shares in Q2 2026, an estimated $3.17K.
  • McKesson made up 0.03% of Abacus Planning Group's portfolio in Q2 2026, its #241 holding.
  • Abacus Planning Group first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
  • Abacus Planning Group's McKesson position peaked at $247K in Q4 2025.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.