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BankPlus Trust Department’s McKesson MCK Stock Holding History

BankPlus Trust Department’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 		$793K Buy
+1,049
New +$832K 0.19% 101
2025
Q2 		– Sell
-5
Closed -$3.37K – 466
2025
Q1 		$3.37K Buy
+5
New +$3.09K ﹤0.01% 421

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 $3.38T AUM 44.17% 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

BankPlus Trust Department's MCK Position: Q2 2026 in Review

BankPlus Trust Department opened a new position in McKesson (MCK) in Q2 2026: 1,049 shares worth $793K. The stake represents 0.19% of the portfolio and ranks #101 among its holdings. This is a return to the name: BankPlus Trust Department previously reported a position in MCK as recently as Q1 2025.

BankPlus Trust Department first reported a position in MCK in Q1 2025 and has held it in 2 quarters since. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • BankPlus Trust Department held 1,049 shares of McKesson worth $793K as of Q2 2026.
  • McKesson was a new BankPlus Trust Department position in Q2 2026.
  • McKesson made up 0.19% of BankPlus Trust Department's portfolio in Q2 2026, its #101 holding.
  • BankPlus Trust Department first reported a position in McKesson in Q1 2025 and has held it in 2 quarters since.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.