Estate Planners Group’s McKesson MCK Stock Holding History

Estate Planners Group’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
2026 Q1	–	Sell	-12	Closed	-$9.79K	–	279
2025 Q4	$9.79K	Buy	+12	New	+$9.79K	﹤0.01%	283

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

Estate Planners Group's MCK Position: Q1 2026 in Review

Estate Planners Group sold out of McKesson (MCK) in Q1 2026, closing a stake of 12 shares — an estimated $9.79K sold.

Estate Planners Group first reported a position in MCK in Q4 2025 and held it in 1 quarter. The position peaked at $9.79K in Q4 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Estate Planners Group reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 12 McKesson shares in Q1 2026, an estimated $9.79K.
Estate Planners Group first reported a position in McKesson in Q4 2025 and held it in 1 quarter.
Estate Planners Group's McKesson position peaked at $9.79K in Q4 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.