CPC
MCK icon

Consolidated Planning Corp’s McKesson MCK Stock Holding History

Consolidated Planning Corp’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
2025
Q3 		– Sell
-2,246
Closed -$1.65M – 211
2025
Q2 		$1.65M Buy
2,246
+228
+11% +$161K 0.21% 94
2025
Q1 		$1.36M Sell
2,018
-345
-15% -$213K 0.19% 96
2024
Q4 		$1.35M Buy
2,363
+1,219
+107% +$683K 0.18% 86
2024
Q3 		$566K Buy
1,144
+297
+35% +$165K 0.08% 125
2024
Q2 		$495K Buy
847
+276
+48% +$154K 0.08% 113
2024
Q1 		$307K Buy
+571
New +$290K 0.05% 134
2023
Q3 		– Sell
-530
Closed -$227K – 163
2023
Q2 		$227K Buy
+530
New +$204K 0.05% 148

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Consolidated Planning Corp's MCK Position: Q3 2025 in Review

Consolidated Planning Corp sold out of McKesson (MCK) in Q3 2025, closing a stake of 2,246 shares — an estimated $1.65M sold.

Consolidated Planning Corp first reported a position in MCK in Q2 2023 and held it in 7 quarters. The position peaked at $1.65M in Q2 2025. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Consolidated Planning Corp reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 2,246 McKesson shares in Q3 2025, an estimated $1.65M.
  • Consolidated Planning Corp first reported a position in McKesson in Q2 2023 and held it in 7 quarters.
  • Consolidated Planning Corp's McKesson position peaked at $1.65M in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Consolidated Planning Corp's 13F filing for Q3 2025, filed 27 Oct 2025.