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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
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.