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 Q3	$236K	Sell	276 -29	-10%	-$24.9K	0.06%	140
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Planned Solutions's MCK Position: Q3 2026 in Review

Planned Solutions reduced its McKesson (MCK) stake by 9.5% in Q3 2026, selling an estimated $24.9K and leaving 276 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #140.

Planned Solutions first reported a position in MCK in Q1 2024 and has held it in 11 quarters since. The position peaked at $380K in Q4 2025. 367 funds tracked by Wall St. Rank hold MCK as of Q3 2026.

Planned Solutions held 276 shares of McKesson worth $236K as of Q3 2026.
Planned Solutions sold 29 McKesson shares in Q3 2026, an estimated $24.9K.
McKesson made up 0.06% of Planned Solutions's portfolio in Q3 2026, its #140 holding.
Planned Solutions first reported a position in McKesson in Q1 2024 and has held it in 11 quarters since.
Planned Solutions's McKesson position peaked at $380K in Q4 2025.
367 funds tracked by Wall St. Rank held McKesson as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.