Mark Sheptoff Financial Planning’s McKesson MCK Stock Holding History

Mark Sheptoff 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 Q1	$4K	Hold	5	–	–	﹤0.01%	456
2025 Q4	$4.1K	Hold	5	–	–	﹤0.01%	449
2025 Q3	$3.86K	Hold	5	–	–	﹤0.01%	430
2025 Q2	$3.66K	Buy	+5	New	+$3.53K	﹤0.01%	424
2024 Q3	–	Sell	-7	Closed	-$4.09K	–	450
2024 Q2	$4.09K	Hold	7	–	–	﹤0.01%	375
2024 Q1	$3.76K	Hold	7	–	–	﹤0.01%	345
2023 Q4	$3.24K	Hold	7	–	–	﹤0.01%	344
2023 Q3	$3.04K	Hold	7	–	–	﹤0.01%	328
2023 Q2	$2.99K	Hold	7	–	–	﹤0.01%	333
2023 Q1	$2.49K	Hold	7	–	–	﹤0.01%	339
2022 Q4	$2.63K	Hold	7	–	–	﹤0.01%	338
2022 Q3	$2K	Hold	7	–	–	﹤0.01%	329
2022 Q2	$2K	Hold	7	–	–	﹤0.01%	342
2022 Q1	$2K	Hold	7	–	–	﹤0.01%	385
2021 Q4	$2K	Buy	+7	New	+$1.54K	﹤0.01%	413
2019 Q3	–	Sell	-230	Closed	-$31K	–	377
2019 Q2	$31K	Hold	230	–	–	0.02%	186
2019 Q1	$27K	Buy	+230	New	+$28.4K	0.02%	194
2016 Q1	–	Sell	-3	Closed	-$1K	–	380
2015 Q4	$1K	Hold	3	–	–	﹤0.01%	358
2015 Q3	$1K	Hold	3	–	–	﹤0.01%	374
2015 Q2	$1K	Buy	+3	New	+$694	﹤0.01%	362

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

Mark Sheptoff Financial Planning's MCK Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its McKesson (MCK) position steady in Q1 2026 at 5 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Mark Sheptoff Financial Planning first reported a position in MCK in Q2 2015 and has held it in 20 quarters since. The position peaked at $31K in Q2 2019. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Mark Sheptoff Financial Planning held 5 shares of McKesson worth $4K as of Q1 2026.
Mark Sheptoff Financial Planning left its McKesson share count unchanged in Q1 2026.
McKesson made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #456 holding.
Mark Sheptoff Financial Planning first reported a position in McKesson in Q2 2015 and has held it in 20 quarters since.
Mark Sheptoff Financial Planning's McKesson position peaked at $31K in Q2 2019.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.