PAW
MCK icon

Plan A Wealth’s McKesson MCK Stock Holding History

Plan A Wealth’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
Q3 		$667K Buy
781
+10
+1% +$8.6K 0.24% 60
2026
Q2 		$583K Buy
771
+81
+12% +$64.2K 0.25% 69
2026
Q1 		$597K Sell
690
-18
-3% -$16.1K 0.29% 61
2025
Q4 		$581K Buy
708
+20
+3% +$16.3K 0.28% 60
2025
Q3 		$532K Buy
688
+31
+5% +$21.8K 0.27% 64
2025
Q2 		$481K Buy
657
+209
+47% +$147K 0.27% 68
2025
Q1 		$302K Buy
+448
New +$277K 0.23% 69

Other funds holding MCK

OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Plan A Wealth's MCK Position: Q3 2026 in Review

Plan A Wealth increased its McKesson (MCK) stake by 1.3% in Q3 2026, buying an estimated $8.6K and bringing the position to 781 shares worth $667K. The position accounts for 0.24% of the portfolio, ranked #60.

Plan A Wealth first reported a position in MCK in Q1 2025 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

  • Plan A Wealth held 781 shares of McKesson worth $667K as of Q3 2026.
  • Plan A Wealth bought 10 McKesson shares in Q3 2026, an estimated $8.6K.
  • McKesson made up 0.24% of Plan A Wealth's portfolio in Q3 2026, its #60 holding.
  • Plan A Wealth first reported a position in McKesson in Q1 2025 and has held it in 7 quarters since.
  • 95 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.