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Plancorp LLC’s McKesson MCK Stock Holding History

Plancorp LLC’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 		$725K Sell
892
-74
-8% -$58.7K 0.02% 214
2026
Q1 		$836K Sell
966
-4
-0.4% -$3.57K 0.02% 169
2025
Q4 		$796K Sell
970
-1
-0.1% -$816 0.02% 170
2025
Q3 		$750K Sell
971
-19
-2% -$13.4K 0.02% 179
2025
Q2 		$725K Sell
990
-8
-0.8% -$5.65K 0.03% 180
2025
Q1 		$672K Buy
998
+18
+2% +$11.1K 0.03% 176
2024
Q4 		$559K Buy
980
+14
+1% +$7.84K 0.02% 187
2024
Q3 		$478K Hold
966
– – 0.02% 196
2024
Q2 		$564K Buy
966
+5
+0.5% +$2.78K 0.02% 165
2024
Q1 		$516K Buy
961
+51
+6% +$25.9K 0.02% 176
2023
Q4 		$421K Buy
910
+19
+2% +$8.64K 0.02% 182
2023
Q3 		$387K Buy
891
+73
+9% +$30.8K 0.02% 176
2023
Q2 		$350K Buy
818
+7
+0.9% +$2.69K 0.02% 180
2023
Q1 		$289K Hold
811
– – 0.02% 203
2022
Q4 		$304K Buy
811
+47
+6% +$17.5K 0.02% 186
2022
Q3 		$260K Buy
+764
New +$265K 0.02% 196

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Plancorp LLC's MCK Position: Q2 2026 in Review

Plancorp LLC reduced its McKesson (MCK) stake by 7.7% in Q2 2026, selling an estimated $58.7K and leaving 892 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #214.

Plancorp LLC first reported a position in MCK in Q3 2022 and has held it in 16 quarters since. The position peaked at $836K in Q1 2026. 512 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Plancorp LLC held 892 shares of McKesson worth $725K as of Q2 2026.
  • Plancorp LLC sold 74 McKesson shares in Q2 2026, an estimated $58.7K.
  • McKesson made up 0.02% of Plancorp LLC's portfolio in Q2 2026, its #214 holding.
  • Plancorp LLC first reported a position in McKesson in Q3 2022 and has held it in 16 quarters since.
  • Plancorp LLC's McKesson position peaked at $836K in Q1 2026.
  • 512 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.