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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
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

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

Plan A Wealth's MCK Position: Q2 2026 in Review

Plan A Wealth increased its McKesson (MCK) stake by 12% in Q2 2026, buying an estimated $64.2K and bringing the position to 771 shares worth $583K. The position accounts for 0.25% of the portfolio, ranked #69.

Plan A Wealth first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $597K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Plan A Wealth held 771 shares of McKesson worth $583K as of Q2 2026.
  • Plan A Wealth bought 81 McKesson shares in Q2 2026, an estimated $64.2K.
  • McKesson made up 0.25% of Plan A Wealth's portfolio in Q2 2026, its #69 holding.
  • Plan A Wealth first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
  • Plan A Wealth's McKesson position peaked at $597K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.