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MPS Loria Financial Planners’s McKesson MCK Stock Holding History

MPS Loria Financial 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
Q1 		$2.45M Buy
2,835
+2
+0.1% +$1.78K 0.65% 16
2025
Q4 		$2.32M Buy
2,833
+3
+0.1% +$2.45K 0.6% 16
2025
Q3 		$2.19M Buy
2,830
+3
+0.1% +$2.11K 0.58% 17
2025
Q2 		$2.07M Buy
2,827
+3
+0.1% +$2.12K 0.61% 16
2025
Q1 		$1.9M Buy
2,824
+4
+0.1% +$2.47K 0.56% 17
2024
Q4 		$1.61M Buy
2,820
+4
+0.1% +$2.24K 0.48% 17
2024
Q3 		$1.39M Buy
2,816
+3
+0.1% +$1.67K 0.42% 21
2024
Q2 		$1.64M Buy
2,813
+2
+0.1% +$1.11K 0.53% 16
2024
Q1 		$1.51M Buy
2,811
+3
+0.1% +$1.52K 0.51% 19
2023
Q4 		$1.3M Hold
2,808
– – 0.46% 19
2023
Q3 		$1.22M Buy
2,808
+4
+0.1% +$1.69K 0.48% 20
2023
Q2 		$1.2M Buy
2,804
+3
+0.1% +$1.15K 0.45% 21
2023
Q1 		$997K Buy
2,801
+16
+0.6% +$5.78K 0.4% 25
2022
Q4 		$1.04M Sell
2,785
-9
-0.3% -$3.36K 0.46% 23
2022
Q3 		$949K Buy
2,794
+16
+0.6% +$5.55K 0.37% 24
2022
Q2 		$906K Buy
2,778
+4
+0.1% +$1.28K 0.41% 24
2022
Q1 		$849K Buy
2,774
+5
+0.2% +$1.36K 0.36% 26
2021
Q4 		$688K Buy
2,769
+4
+0.1% +$878 0.28% 30
2021
Q3 		$551K Buy
2,765
+5
+0.2% +$1K 0.25% 33
2021
Q2 		$528K Buy
2,760
+6
+0.2% +$1.16K 0.24% 34
2021
Q1 		$537K Sell
2,754
-1
-0% -$183 0.25% 35
2020
Q4 		$481K Buy
2,755
+30
+1% +$5K 0.22% 38
2020
Q3 		$406K Buy
2,725
+7
+0.3% +$1.06K 0.21% 39
2020
Q2 		$417K Buy
2,718
+8
+0.3% +$1.16K 0.22% 33
2020
Q1 		$366K Buy
2,710
+7
+0.3% +$1.02K 0.28% 32
2019
Q4 		$373K Buy
2,703
+7
+0.3% +$989 0.22% 41
2019
Q3 		$368K Buy
2,696
+7
+0.3% +$993 0.24% 38
2019
Q2 		$361K Buy
2,689
+7
+0.3% +$873 0.23% 41
2019
Q1 		$314K Buy
2,682
+10
+0.4% +$1.23K 0.21% 44
2018
Q4 		$295K Sell
2,672
-1
-0% -$125 0.21% 48
2018
Q3 		$354K Buy
2,673
+15
+0.6% +$1.96K 0.22% 45
2018
Q2 		$355K Sell
2,658
-84
-3% -$12.3K 0.36% 41
2018
Q1 		$386K Buy
2,742
+6
+0.2% +$935 0.27% 39
2017
Q4 		$427K Buy
2,736
+6
+0.2% +$889 0.29% 42
2017
Q3 		$419K Hold
2,730
– – 0.3% 40
2017
Q2 		$408K Buy
+2,730
New +$414K 0.27% 41

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPS Loria Financial Planners's MCK Position: Q1 2026 in Review

MPS Loria Financial Planners increased its McKesson (MCK) stake by 0.07% in Q1 2026, buying an estimated $1.78K and bringing the position to 2,835 shares worth $2.45M. The position accounts for 0.65% of the portfolio, ranked #16.

MPS Loria Financial Planners first reported a position in MCK in Q2 2017 and has held it in 36 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • MPS Loria Financial Planners held 2,835 shares of McKesson worth $2.45M as of Q1 2026.
  • MPS Loria Financial Planners bought 2 McKesson shares in Q1 2026, an estimated $1.78K.
  • McKesson made up 0.65% of MPS Loria Financial Planners's portfolio in Q1 2026, its #16 holding.
  • MPS Loria Financial Planners first reported a position in McKesson in Q2 2017 and has held it in 36 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.