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PDS Planning’s McKesson MCK Stock Holding History

PDS 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 		$1.06M Buy
1,230
+15
+1% +$13.4K 0.07% 131
2025
Q4 		$997K Buy
1,215
+6
+0.5% +$4.9K 0.07% 140
2025
Q3 		$934K Buy
1,209
+13
+1% +$9.15K 0.06% 138
2025
Q2 		$876K Buy
1,196
+89
+8% +$62.8K 0.07% 143
2025
Q1 		$745K Buy
1,107
+160
+17% +$98.9K 0.06% 151
2024
Q4 		$540K Sell
947
-1
-0.1% -$560 0.05% 172
2024
Q3 		$469K Buy
948
+44
+5% +$24.5K 0.04% 207
2024
Q2 		$528K Buy
904
+12
+1% +$6.68K 0.05% 165
2024
Q1 		$479K Buy
892
+24
+3% +$12.2K 0.05% 170
2023
Q4 		$402K Buy
868
+3
+0.3% +$1.36K 0.05% 177
2023
Q3 		$376K Buy
865
+29
+3% +$12.2K 0.05% 174
2023
Q2 		$357K Buy
836
+151
+22% +$58K 0.05% 183
2023
Q1 		$244K Buy
685
+139
+25% +$50.2K 0.03% 234
2022
Q4 		$205K Buy
+546
New +$204K 0.03% 200
2022
Q3 		– Sell
-756
Closed -$247K – 220
2022
Q2 		$247K Buy
756
+25
+3% +$8K 0.04% 165
2022
Q1 		$224K Buy
+731
New +$199K 0.04% 189

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

PDS Planning's MCK Position: Q1 2026 in Review

PDS Planning increased its McKesson (MCK) stake by 1.2% in Q1 2026, buying an estimated $13.4K and bringing the position to 1,230 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #131.

PDS Planning first reported a position in MCK in Q1 2022 and has held it in 16 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • PDS Planning held 1,230 shares of McKesson worth $1.06M as of Q1 2026.
  • PDS Planning bought 15 McKesson shares in Q1 2026, an estimated $13.4K.
  • McKesson made up 0.07% of PDS Planning's portfolio in Q1 2026, its #131 holding.
  • PDS Planning first reported a position in McKesson in Q1 2022 and has held it in 16 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.