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Action Point Financial Planning’s McKesson MCK Stock Holding History

Action Point Financial Planning’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 		$42.3K Buy
+58
New +$46K ﹤0.01% 879

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

Action Point Financial Planning's MCK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in McKesson (MCK) in Q2 2026: 58 shares worth $42.3K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings.

1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Action Point Financial Planning held 58 shares of McKesson worth $42.3K as of Q2 2026.
  • McKesson was a new Action Point Financial Planning position in Q2 2026.
  • McKesson made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #879 holding.
  • 1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.