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
2025 Q4	–	Sell	-500	Closed	-$1.47K	–	4026
2025 Q3	$1.47K	Hold	500	–	–	﹤0.01%	3884
2025 Q2	$2.3K	Buy	+500	New	+$353K	﹤0.01%	3659
2024 Q3	–	Sell	-500	Closed	-$84	–	3266
2024 Q2	$84	Buy	+500	New	+$278K	﹤0.01%	3062
2023 Q1	–	Sell	-1,100	Closed	-$143	–	2718
2022 Q4	$143	Sell	1,100 -1,100	-50%	-$410K	﹤0.01%	2470
2022 Q3	$2K	Sell	2,200 -1,100	-33%	-$382K	﹤0.01%	2290
2022 Q2	$10K	Buy	+3,300	New	+$1.06M	﹤0.01%	2193
2016 Q4	–	Sell	-100	Closed	-$1K	–	4743
2016 Q3	$1K	Buy	+100	New	+$18.6K	﹤0.01%	4408

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.