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Planning Strategies’s McKesson MCK Stock Holding History

Planning Strategies’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 		$163K Buy
+216
New +$171K 0.1% 74

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Planning Strategies's MCK Position: Q2 2026 in Review

Planning Strategies opened a new position in McKesson (MCK) in Q2 2026: 216 shares worth $163K. The stake represents 0.1% of the portfolio and ranks #74 among its holdings.

1,909 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Planning Strategies held 216 shares of McKesson worth $163K as of Q2 2026.
  • McKesson was a new Planning Strategies position in Q2 2026.
  • McKesson made up 0.1% of Planning Strategies's portfolio in Q2 2026, its #74 holding.
  • 1,909 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.