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Financial Life Planners’s McKesson MCK Stock Holding History

Financial Life Planners’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
Q2 		$7.63K Hold
10
– – ﹤0.01% 244
2026
Q1 		$8.73K Buy
+10
New +$8.93K 0.01% 246
2025
Q4 		– Sell
-10
Closed -$7.78K – 213
2025
Q3 		$7.78K Buy
+10
New +$7.04K 0.01% 259
2025
Q1 		– Sell
-10
Closed -$5.72K – 254
2024
Q4 		$5.72K Buy
+10
New +$5.6K ﹤0.01% 292

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Financial Life Planners's MCK Position: Q2 2026 in Review

Financial Life Planners held its McKesson (MCK) position steady in Q2 2026 at 10 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Financial Life Planners first reported a position in MCK in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.73K in Q1 2026. 512 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Financial Life Planners held 10 shares of McKesson worth $7.63K as of Q2 2026.
  • Financial Life Planners left its McKesson share count unchanged in Q2 2026.
  • McKesson made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #244 holding.
  • Financial Life Planners first reported a position in McKesson in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's McKesson position peaked at $8.73K in Q1 2026.
  • 512 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.