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Capital & Planning LLC’s McKesson MCK Stock Holding History

Capital & 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
Q2 		– Sell
-4
Closed -$3.46K – 105
2026
Q1 		$3.46K Buy
+4
New +$3.57K ﹤0.01% 132
2025
Q1 		– Sell
-4
Closed -$2.28K – 116
2024
Q4 		$2.28K Buy
+4
New +$2.24K ﹤0.01% 152

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

Capital & Planning LLC's MCK Position: Q2 2026 in Review

Capital & Planning LLC sold out of McKesson (MCK) in Q2 2026, closing a stake of 4 shares — an estimated $3.46K sold.

Capital & Planning LLC first reported a position in MCK in Q4 2024 and held it in 2 quarters. The position peaked at $3.46K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Capital & Planning LLC reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 4 McKesson shares in Q2 2026, an estimated $3.46K.
  • Capital & Planning LLC first reported a position in McKesson in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's McKesson position peaked at $3.46K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.