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Cornerstone Planning Group’s McKesson MCK Stock Holding History

Cornerstone Planning Group’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 		$83.4K Sell
102
-10
-9% -$7.93K 0.01% 281
2026
Q1 		$89.2K Buy
112
+12
+12% +$10.7K 0.01% 270
2025
Q4 		$82.9K Hold
100
– – 0.01% 238
2025
Q3 		$82.7K Buy
100
+3
+3% +$2.11K 0.01% 240
2025
Q2 		$68.9K Hold
97
– – 0.01% 194
2025
Q1 		$67.2K Buy
97
+92
+1,840% +$56.9K 0.02% 191
2024
Q4 		$3.02K Buy
5
+1
+25% +$560 ﹤0.01% 690
2024
Q3 		$2K Buy
4
+1
+33% +$557 ﹤0.01% 772
2024
Q2 		$1.84K Buy
3
+1
+50% +$557 ﹤0.01% 794
2024
Q1 		$1.06K Hold
2
– – ﹤0.01% 773
2023
Q4 		$926 Hold
2
– – ﹤0.01% 724
2023
Q3 		$870 Sell
2
-6
-75% -$2.53K ﹤0.01% 816
2023
Q2 		$3.42K Buy
+8
New +$3.08K ﹤0.01% 1028

Other funds holding MCK

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Cornerstone Planning Group's MCK Position: Q2 2026 in Review

Cornerstone Planning Group reduced its McKesson (MCK) stake by 8.9% in Q2 2026, selling an estimated $7.93K and leaving 102 shares worth $83.4K. The position accounts for 0.01% of the portfolio, ranked #281.

Cornerstone Planning Group first reported a position in MCK in Q2 2023 and has held it in 13 quarters since. The position peaked at $89.2K in Q1 2026. 1,205 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Cornerstone Planning Group held 102 shares of McKesson worth $83.4K as of Q2 2026.
  • Cornerstone Planning Group sold 10 McKesson shares in Q2 2026, an estimated $7.93K.
  • McKesson made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #281 holding.
  • Cornerstone Planning Group first reported a position in McKesson in Q2 2023 and has held it in 13 quarters since.
  • Cornerstone Planning Group's McKesson position peaked at $89.2K in Q1 2026.
  • 1,205 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.