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Planned Solutions’s McKesson MCK Stock Holding History

Planned Solutions’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 		$230K Sell
305
-25
-8% -$19.8K 0.07% 140
2026
Q1 		$286K Sell
330
-133
-29% -$119K 0.09% 104
2025
Q4 		$380K Hold
463
– – 0.12% 87
2025
Q3 		$358K Hold
463
– – 0.12% 88
2025
Q2 		$339K Hold
463
– – 0.13% 81
2025
Q1 		$312K Sell
463
-90
-16% -$55.6K 0.13% 79
2024
Q4 		$315K Hold
553
– – 0.13% 75
2024
Q3 		$273K Hold
553
– – 0.11% 82
2024
Q2 		$323K Buy
553
+15
+3% +$8.35K 0.16% 64
2024
Q1 		$289K Buy
+538
New +$273K 0.14% 67

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Planned Solutions's MCK Position: Q2 2026 in Review

Planned Solutions reduced its McKesson (MCK) stake by 7.6% in Q2 2026, selling an estimated $19.8K and leaving 305 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #140.

Planned Solutions first reported a position in MCK in Q1 2024 and has held it in 10 quarters since. The position peaked at $380K in Q4 2025. 300 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Planned Solutions held 305 shares of McKesson worth $230K as of Q2 2026.
  • Planned Solutions sold 25 McKesson shares in Q2 2026, an estimated $19.8K.
  • McKesson made up 0.07% of Planned Solutions's portfolio in Q2 2026, its #140 holding.
  • Planned Solutions first reported a position in McKesson in Q1 2024 and has held it in 10 quarters since.
  • Planned Solutions's McKesson position peaked at $380K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.