Creative Planning
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Creative Planning’s McKesson MCK Stock Holding History

Creative 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
2019
Q4 		– Sell
-200
Closed -$1K – 2069
2019
Q3 		$1K Hold
200
– – ﹤0.01% 1975
2019
Q2 		$1K Sell
200
-100
-33% -$12.5K ﹤0.01% 2002
2019
Q1 		$2K Buy
300
+100
+50% +$12.3K ﹤0.01% 1936
2018
Q4 		$1K Hold
200
– – ﹤0.01% 1928
2018
Q3 		$2K Buy
+200
New +$26.1K ﹤0.01% 2037
2016
Q1 		– Sell
-1,700
Closed -$63K – 4445
2015
Q4 		$63K Buy
+1,700
New +$321K ﹤0.01% 1932

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Creative Planning's MCK Position: Q2 2026 in Review

Creative Planning reduced its McKesson (MCK) stake by 3.5% in Q2 2026, selling an estimated $2.22M and leaving 76,258 shares worth $57.6M. The position accounts for 0.03% of the portfolio, ranked #219.

Creative Planning first reported a position in MCK in Q2 2013 and has held it in 53 quarters since. The position peaked at $68.4M in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Creative Planning held 76,258 shares of McKesson worth $57.6M as of Q2 2026.
  • Creative Planning sold 2,794 McKesson shares in Q2 2026, an estimated $2.22M.
  • McKesson made up 0.03% of Creative Planning's portfolio in Q2 2026, its #219 holding.
  • Creative Planning first reported a position in McKesson in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's McKesson position peaked at $68.4M in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.