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Kerr Financial Planning’s McKesson MCK Stock Holding History

Kerr Financial 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
2026
Q2 		$9.87K Hold
14
– – 0.01% 374
2026
Q1 		$10.9K Hold
14
– – 0.01% 356
2025
Q4 		$13.6K Hold
14
– – 0.02% 331
2025
Q3 		$11.9K Buy
+14
New +$9.86K 0.02% 331

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kerr Financial Planning's MCK Position: Q2 2026 in Review

Kerr Financial Planning held its McKesson (MCK) position steady in Q2 2026 at 14 shares worth $9.87K. The position accounts for 0.01% of the portfolio, ranked #374.

Kerr Financial Planning first reported a position in MCK in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.6K in Q4 2025. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Kerr Financial Planning held 14 shares of McKesson worth $9.87K as of Q2 2026.
  • Kerr Financial Planning left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #374 holding.
  • Kerr Financial Planning first reported a position in McKesson in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's McKesson position peaked at $13.6K in Q4 2025.
  • 1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.