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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.