Center for Financial Planning’s McKesson MCK Stock Holding History

Center for 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	$2.48M	Hold	3,277	–	–	0.23%	34
2026 Q1	$2.84M	Hold	3,277	–	–	0.3%	27
2025 Q4	$2.69M	Hold	3,277	–	–	0.28%	31
2025 Q3	$2.53M	Hold	3,277	–	–	0.27%	32
2025 Q2	$2.4M	Buy	3,277 +29	+0.9%	+$20.5K	0.28%	29
2025 Q1	$2.19M	Hold	3,248	–	–	0.28%	31
2024 Q4	$1.85M	Hold	3,248	–	–	0.25%	39
2024 Q3	$1.61M	Sell	3,248 -129	-4%	-$71.8K	0.22%	42
2024 Q2	$1.97M	Hold	3,377	–	–	0.29%	31
2024 Q1	$1.81M	Hold	3,377	–	–	0.27%	38
2023 Q4	$1.56M	Sell	3,377 -670	-17%	-$305K	0.29%	37
2023 Q3	$1.76M	Sell	4,047 -33	-0.8%	-$13.9K	0.38%	26
2023 Q2	$1.74M	Hold	4,080	–	–	0.37%	28
2023 Q1	$1.45M	Hold	4,080	–	–	0.34%	36
2022 Q4	$1.53M	Sell	4,080 -661	-14%	-$247K	0.37%	30
2022 Q3	$1.61M	Sell	4,741 -36	-0.8%	-$12.5K	0.43%	27
2022 Q2	$1.56M	Hold	4,777	–	–	0.4%	27
2022 Q1	$1.46M	Hold	4,777	–	–	0.3%	35
2021 Q4	$1.19M	Hold	4,777	–	–	0.24%	46
2021 Q3	$952K	Buy	4,777 +222	+5%	+$44.4K	0.23%	51
2021 Q2	$871K	Hold	4,555	–	–	0.21%	55
2021 Q1	$888K	Hold	4,555	–	–	0.23%	52
2020 Q4	$792K	Hold	4,555	–	–	0.22%	48
2020 Q3	$678K	Hold	4,555	–	–	0.22%	50
2020 Q2	$699K	Hold	4,555	–	–	0.24%	48
2020 Q1	$616K	Hold	4,555	–	–	0.21%	54
2019 Q4	$630K	Buy	+4,555	New	+$644K	0.16%	59

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Center for Financial Planning's MCK Position: Q2 2026 in Review

Center for Financial Planning held its McKesson (MCK) position steady in Q2 2026 at 3,277 shares worth $2.48M. The position accounts for 0.23% of the portfolio, ranked #34.

Center for Financial Planning first reported a position in MCK in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.84M in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Center for Financial Planning held 3,277 shares of McKesson worth $2.48M as of Q2 2026.
Center for Financial Planning left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.23% of Center for Financial Planning's portfolio in Q2 2026, its #34 holding.
Center for Financial Planning first reported a position in McKesson in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's McKesson position peaked at $2.84M in Q1 2026.
563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.