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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital & Planning LLC's MCK Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in McKesson (MCK) in Q1 2026: 4 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #132 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in MCK as recently as Q4 2024.

Capital & Planning LLC first reported a position in MCK in Q4 2024 and has held it in 2 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Capital & Planning LLC held 4 shares of McKesson worth $3.46K as of Q1 2026.
  • McKesson was a new Capital & Planning LLC position in Q1 2026.
  • McKesson made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #132 holding.
  • Capital & Planning LLC first reported a position in McKesson in Q4 2024 and has held it in 2 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.