Creative Planning’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $68.4M | Buy |
79,052
+6,784
| +9% | +$6.05M | 0.05% | 172 |
|
|
2025
Q4 | $59.3M | Buy |
72,268
+4,881
| +7% | +$3.98M | 0.04% | 178 |
|
|
2025
Q3 | $52.1M | Buy |
67,387
+878
| +1% | +$618K | 0.04% | 180 |
|
|
2025
Q2 | $48.7M | Buy |
66,509
+3,436
| +5% | +$2.42M | 0.04% | 174 |
|
|
2025
Q1 | $42.4M | Buy |
63,073
+1,780
| +3% | +$1.1M | 0.04% | 193 |
|
|
2024
Q4 | $34.9M | Sell |
61,293
-2,035
| -3% | -$1.14M | 0.03% | 195 |
|
|
2024
Q3 | $31.1M | Buy |
63,328
+816
| +1% | +$454K | 0.03% | 210 |
|
|
2024
Q2 | $36.5M | Buy |
62,512
+1,093
| +2% | +$608K | 0.04% | 176 |
|
|
2024
Q1 | $33M | Buy |
61,419
+1,978
| +3% | +$1M | 0.04% | 185 |
|
|
2023
Q4 | $27.5M | Sell |
59,441
-25,788
| -30% | -$11.7M | 0.05% | 197 |
|
|
2023
Q3 | $37.1M | Buy |
85,229
+23,785
| +39% | +$10M | 0.05% | 159 |
|
|
2023
Q2 | $26.3M | Buy |
61,444
+2,697
| +5% | +$1.04M | 0.04% | 187 |
|
|
2023
Q1 | $20.9M | Buy |
58,747
+449
| +0.8% | +$162K | 0.03% | 211 |
|
|
2022
Q4 | $21.9M | Buy |
58,298
+3,143
| +6% | +$1.17M | 0.03% | 202 |
|
|
2022
Q3 | $18.7M | Buy |
55,155
+21,495
| +64% | +$7.46M | 0.03% | 199 |
|
|
2022
Q2 | $11M | Buy |
33,660
+7,555
| +29% | +$2.42M | 0.02% | 300 |
|
|
2022
Q1 | $7.99M | Buy |
26,105
+1,099
| +4% | +$299K | 0.01% | 355 |
|
|
2021
Q4 | $6.22M | Buy |
25,006
+1,630
| +7% | +$358K | 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% | +$1.35M | 0.01% | 420 |
|
|
2021
Q1 | $3.52M | Buy |
18,062
+1,028
| +6% | +$188K | 0.01% | 511 |
|
|
2020
Q4 | $2.96M | Buy |
17,034
+1,086
| +7% | +$181K | 0.01% | 523 |
|
|
2020
Q3 | $2.38M | Buy |
15,948
+578
| +4% | +$87.8K | 0.01% | 504 |
|
|
2020
Q2 | $2.36M | Sell |
15,370
-873
| -5% | -$126K | 0.01% | 446 |
|
|
2020
Q1 | $2.2M | Sell |
16,243
-1,159
| -7% | -$170K | 0.01% | 403 |
|
|
2019
Q4 | $2.41M | Buy |
17,402
+127
| +0.7% | +$18K | 0.01% | 459 |
|
|
2019
Q3 | $2.36M | Sell |
17,275
-727
| -4% | -$103K | 0.01% | 444 |
|
|
2019
Q2 | $2.42M | Sell |
18,002
-978
| -5% | -$122K | 0.01% | 446 |
|
|
2019
Q1 | $2.22M | Sell |
18,980
-148
| -0.8% | -$18.3K | 0.01% | 432 |
|
|
2018
Q4 | $2.11M | Buy |
19,128
+1,630
| +9% | +$203K | 0.01% | 414 |
|
|
2018
Q3 | $2.32M | Sell |
17,498
-967
| -5% | -$126K | 0.01% | 442 |
|
|
2018
Q2 | $2.46M | Buy |
18,465
+530
| +3% | +$77.5K | 0.01% | 424 |
|
|
2018
Q1 | $2.53M | Buy |
17,935
+355
| +2% | +$55.3K | 0.01% | 403 |
|
|
2017
Q4 | $2.74M | Sell |
17,580
-437
| -2% | -$64.7K | 0.01% | 381 |
|
|
2017
Q3 | $2.77M | Sell |
18,017
-1,989
| -10% | -$310K | 0.01% | 371 |
|
|
2017
Q2 | $3.29M | Sell |
20,006
-3
| -0% | -$455 | 0.02% | 301 |
|
|
2017
Q1 | $2.97M | Buy |
20,009
+2,276
| +13% | +$333K | 0.02% | 317 |
|
|
2016
Q4 | $2.49M | Sell |
17,733
-2,454
| -12% | -$361K | 0.02% | 344 |
|
|
2016
Q3 | $3.37M | Buy |
20,187
+2,168
| +12% | +$404K | 0.02% | 267 |
|
|
2016
Q2 | $3.36M | Buy |
18,019
+5
| +0% | +$877 | 0.02% | 230 |
|
|
2016
Q1 | $2.83M | Sell |
18,014
-3,444
| -16% | -$556K | 0.02% | 248 |
|
|
2015
Q4 | $4.23M | Buy |
21,458
+4,151
| +24% | +$784K | 0.03% | 185 |
|
|
2015
Q3 | $3.2M | Sell |
17,307
-1,984
| -10% | -$421K | 0.03% | 213 |
|
|
2015
Q2 | $4.34M | Sell |
19,291
-2,088
| -10% | -$483K | 0.04% | 168 |
|
|
2015
Q1 | $4.84M | Buy |
21,379
+489
| +2% | +$108K | 0.05% | 150 |
|
|
2014
Q4 | $4.34M | Buy |
20,890
+2,407
| +13% | +$489K | 0.05% | 156 |
|
|
2014
Q3 | $3.6M | Buy |
18,483
+1,962
| +12% | +$378K | 0.04% | 162 |
|
|
2014
Q2 | $3.08M | Buy |
16,521
+3,140
| +23% | +$559K | 0.04% | 165 |
|
|
2014
Q1 | $2.36M | Buy |
13,381
+2,177
| +19% | +$380K | 0.04% | 175 |
|
|
2013
Q4 | $1.81M | Buy |
11,204
+1,292
| +13% | +$198K | 0.03% | 198 |
|
|
2013
Q3 | $1.27M | Sell |
9,912
-254
| -2% | -$31.2K | 0.03% | 223 |
|
|
2013
Q2 | $1.16M | Buy |
+10,166
| New | +$1.13M | 0.03% | 205 |
|
Other funds holding MCK
VCM
VPM
Creative Planning's MCK Position: Q1 2026 in Review
Creative Planning increased its McKesson (MCK) stake by 9.4% in Q1 2026, buying an estimated $6.05M and bringing the position to 79,052 shares worth $68.4M. The position accounts for 0.05% of the portfolio, ranked #172.
Creative Planning first reported a position in MCK in Q2 2013 and has held it in 52 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Creative Planning held 79,052 shares of McKesson worth $68.4M as of Q1 2026.
- Creative Planning bought 6,784 McKesson shares in Q1 2026, an estimated $6.05M.
- McKesson made up 0.05% of Creative Planning's portfolio in Q1 2026, its #172 holding.
- Creative Planning first reported a position in McKesson in Q2 2013 and has held it in 52 quarters since.
- 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.