Creative Planning’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.7M | Buy |
66,509
+3,436
| +5% | +$2.52M | 0.04% | 174 |
|
|
2025
Q1 | $42.4M | Buy |
63,073
+1,780
| +3% | +$1.2M | 0.04% | 193 |
|
|
2024
Q4 | $34.9M | Sell |
61,293
-2,035
| -3% | -$1.16M | 0.03% | 195 |
|
|
2024
Q3 | $31.1M | Buy |
63,328
+816
| +1% | +$400K | 0.03% | 210 |
|
|
2024
Q2 | $36.5M | Buy |
62,512
+1,093
| +2% | +$638K | 0.04% | 176 |
|
|
2024
Q1 | $33M | Buy |
61,419
+1,978
| +3% | +$1.06M | 0.04% | 185 |
|
|
2023
Q4 | $27.5M | Sell |
59,441
-25,788
| -30% | -$11.9M | 0.05% | 197 |
|
|
2023
Q3 | $37.1M | Buy |
85,229
+23,785
| +39% | +$10.3M | 0.05% | 159 |
|
|
2023
Q2 | $26.3M | Buy |
61,444
+2,697
| +5% | +$1.15M | 0.04% | 187 |
|
|
2023
Q1 | $20.9M | Buy |
58,747
+449
| +0.8% | +$160K | 0.03% | 211 |
|
|
2022
Q4 | $21.9M | Buy |
58,298
+3,143
| +6% | +$1.18M | 0.03% | 202 |
|
|
2022
Q3 | $18.7M | Buy |
55,155
+21,495
| +64% | +$7.31M | 0.03% | 199 |
|
|
2022
Q2 | $11M | Buy |
33,660
+7,555
| +29% | +$2.46M | 0.02% | 299 |
|
|
2022
Q1 | $7.99M | Buy |
26,105
+1,099
| +4% | +$336K | 0.01% | 355 |
|
|
2021
Q4 | $6.22M | Buy |
25,006
+1,630
| +7% | +$405K | 0.01% | 374 |
|
|
2021
Q3 | $4.66M | Sell |
23,376
-1,653
| -7% | -$330K | 0.01% | 429 |
|
|
2021
Q2 | $4.79M | Buy |
25,029
+6,967
| +39% | +$1.33M | 0.01% | 420 |
|
|
2021
Q1 | $3.52M | Buy |
18,062
+1,028
| +6% | +$201K | 0.01% | 504 |
|
|
2020
Q4 | $2.96M | Buy |
17,034
+1,086
| +7% | +$189K | 0.01% | 516 |
|
|
2020
Q3 | $2.38M | Buy |
15,948
+578
| +4% | +$86.1K | 0.01% | 497 |
|
|
2020
Q2 | $2.36M | Sell |
15,370
-873
| -5% | -$134K | 0.01% | 440 |
|
|
2020
Q1 | $2.2M | Sell |
16,243
-1,159
| -7% | -$157K | 0.01% | 400 |
|
|
2019
Q4 | $2.41M | Buy |
17,402
+127
| +0.7% | +$17.6K | 0.01% | 457 |
|
|
2019
Q3 | $2.36M | Sell |
17,275
-727
| -4% | -$99.4K | 0.01% | 442 |
|
|
2019
Q2 | $2.42M | Sell |
18,002
-978
| -5% | -$131K | 0.01% | 444 |
|
|
2019
Q1 | $2.22M | Sell |
18,980
-148
| -0.8% | -$17.3K | 0.01% | 430 |
|
|
2018
Q4 | $2.11M | Buy |
19,128
+1,630
| +9% | +$180K | 0.01% | 413 |
|
|
2018
Q3 | $2.32M | Sell |
17,498
-967
| -5% | -$128K | 0.01% | 439 |
|
|
2018
Q2 | $2.46M | Buy |
18,465
+530
| +3% | +$70.7K | 0.01% | 421 |
|
|
2018
Q1 | $2.53M | Buy |
17,935
+355
| +2% | +$50K | 0.01% | 401 |
|
|
2017
Q4 | $2.74M | Sell |
17,580
-437
| -2% | -$68.2K | 0.01% | 379 |
|
|
2017
Q3 | $2.77M | Sell |
18,017
-1,989
| -10% | -$306K | 0.01% | 370 |
|
|
2017
Q2 | $3.29M | Sell |
20,006
-3
| -0% | -$494 | 0.02% | 301 |
|
|
2017
Q1 | $2.97M | Buy |
20,009
+2,276
| +13% | +$337K | 0.02% | 316 |
|
|
2016
Q4 | $2.49M | Sell |
17,733
-2,454
| -12% | -$345K | 0.02% | 344 |
|
|
2016
Q3 | $3.37M | Buy |
20,187
+2,168
| +12% | +$361K | 0.02% | 267 |
|
|
2016
Q2 | $3.36M | Buy |
18,019
+5
| +0% | +$933 | 0.02% | 230 |
|
|
2016
Q1 | $2.83M | Sell |
18,014
-3,444
| -16% | -$542K | 0.02% | 248 |
|
|
2015
Q4 | $4.23M | Buy |
21,458
+4,151
| +24% | +$819K | 0.03% | 185 |
|
|
2015
Q3 | $3.2M | Sell |
17,307
-1,984
| -10% | -$367K | 0.03% | 213 |
|
|
2015
Q2 | $4.34M | Sell |
19,291
-2,088
| -10% | -$469K | 0.04% | 168 |
|
|
2015
Q1 | $4.84M | Buy |
21,379
+489
| +2% | +$111K | 0.05% | 150 |
|
|
2014
Q4 | $4.34M | Buy |
20,890
+2,407
| +13% | +$500K | 0.05% | 156 |
|
|
2014
Q3 | $3.6M | Buy |
18,483
+1,962
| +12% | +$382K | 0.04% | 162 |
|
|
2014
Q2 | $3.08M | Buy |
16,521
+3,140
| +23% | +$585K | 0.04% | 165 |
|
|
2014
Q1 | $2.36M | Buy |
13,381
+2,177
| +19% | +$384K | 0.04% | 175 |
|
|
2013
Q4 | $1.81M | Buy |
11,204
+1,292
| +13% | +$208K | 0.03% | 198 |
|
|
2013
Q3 | $1.27M | Sell |
9,912
-254
| -2% | -$32.6K | 0.03% | 223 |
|
|
2013
Q2 | $1.16M | Buy |
+10,166
| New | +$1.16M | 0.03% | 205 |
|