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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
Q2 		$970K Buy
1,284
+54
+4% +$42.8K 0.06% 160
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 $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

PDS Planning's MCK Position: Q2 2026 in Review

PDS Planning increased its McKesson (MCK) stake by 4.4% in Q2 2026, buying an estimated $42.8K and bringing the position to 1,284 shares worth $970K. The position accounts for 0.06% of the portfolio, ranked #160.

PDS Planning first reported a position in MCK in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.06M in Q1 2026. 2,014 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • PDS Planning held 1,284 shares of McKesson worth $970K as of Q2 2026.
  • PDS Planning bought 54 McKesson shares in Q2 2026, an estimated $42.8K.
  • McKesson made up 0.06% of PDS Planning's portfolio in Q2 2026, its #160 holding.
  • PDS Planning first reported a position in McKesson in Q1 2022 and has held it in 17 quarters since.
  • PDS Planning's McKesson position peaked at $1.06M in Q1 2026.
  • 2,014 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.