Essential Planning’s McKesson MCK Stock Holding History

Essential 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 Q1	–	Sell	-10,725	Closed	-$6M	–	214
2024 Q4	$6M	Buy	+10,725	New	+$6.01M	0.04%	105

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Essential Planning's MCK Position: Q1 2025 in Review

Essential Planning sold out of McKesson (MCK) in Q1 2025, closing a stake of 10,725 shares — an estimated $6M sold.

Essential Planning first reported a position in MCK in Q4 2024 and held it in 1 quarter. The position peaked at $6M in Q4 2024. 1,752 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

Essential Planning reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 10,725 McKesson shares in Q1 2025, an estimated $6M.
Essential Planning first reported a position in McKesson in Q4 2024 and held it in 1 quarter.
Essential Planning's McKesson position peaked at $6M in Q4 2024.
1,752 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.