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Peak Planning Group’s McKesson MCK Stock Holding History

Peak Planning Group’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 		$346K Hold
458
– – 0.08% 93
2026
Q1 		$396K Sell
458
-10
-2% -$8.93K 0.11% 84
2025
Q4 		$384K Sell
468
-120
-20% -$97.9K 0.11% 88
2025
Q3 		$454K Sell
588
-49
-8% -$34.5K 0.24% 58
2025
Q2 		$467K Hold
637
– – 0.3% 50
2025
Q1 		$429K Buy
637
+5
+0.8% +$3.09K 0.18% 74
2024
Q4 		$360K Hold
632
– – 0.15% 79
2024
Q3 		$312K Sell
632
-298
-32% -$166K 0.14% 89
2024
Q2 		$543K Buy
+930
New +$518K 0.27% 64

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

Peak Planning Group's MCK Position: Q2 2026 in Review

Peak Planning Group held its McKesson (MCK) position steady in Q2 2026 at 458 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #93.

Peak Planning Group first reported a position in MCK in Q2 2024 and has held it in 9 quarters since. The position peaked at $543K in Q2 2024. 2,002 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Peak Planning Group held 458 shares of McKesson worth $346K as of Q2 2026.
  • Peak Planning Group left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.08% of Peak Planning Group's portfolio in Q2 2026, its #93 holding.
  • Peak Planning Group first reported a position in McKesson in Q2 2024 and has held it in 9 quarters since.
  • Peak Planning Group's McKesson position peaked at $543K in Q2 2024.
  • 2,002 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.