Plante Moran Financial Advisors’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $65.5K | Buy |
87
+1
| +1% | +$793 | ﹤0.01% | 310 |
|
|
2026
Q1 | $74.2K | Sell |
86
-79
| -48% | -$70.5K | ﹤0.01% | 265 |
|
|
2025
Q4 | $135K | Sell |
165
-2
| -1% | -$1.63K | 0.01% | 203 |
|
|
2025
Q3 | $129K | Buy |
167
+9
| +6% | +$6.34K | 0.01% | 210 |
|
|
2025
Q2 | $116K | Sell |
158
-76
| -32% | -$53.6K | 0.01% | 222 |
|
|
2025
Q1 | $157K | Buy |
234
+64
| +38% | +$39.6K | 0.01% | 194 |
|
|
2024
Q4 | $96.7K | Buy |
170
+15
| +10% | +$8.4K | 0.01% | 262 |
|
|
2024
Q3 | $76.5K | Buy |
155
+98
| +172% | +$54.6K | 0.01% | 321 |
|
|
2024
Q2 | $33.3K | Hold |
57
| – | – | ﹤0.01% | 398 |
|
|
2024
Q1 | $30.6K | Buy |
57
+54
| +1,800% | +$27.4K | ﹤0.01% | 430 |
|
|
2023
Q4 | $1.39K | Buy |
+3
| New | +$1.36K | ﹤0.01% | 746 |
|
|
2023
Q3 | – | Sell |
-53
| Closed | -$22.6K | – | 822 |
|
|
2023
Q2 | $22.6K | Buy |
+53
| New | +$20.4K | ﹤0.01% | 419 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$3K | – | 984 |
|
|
2022
Q2 | $3K | Buy |
+8
| New | +$2.56K | ﹤0.01% | 777 |
|
|
2022
Q1 | – | Sell |
-24
| Closed | -$6.53K | – | 922 |
|
|
2021
Q4 | $6K | Sell |
24
-301
| -93% | -$66.1K | ﹤0.01% | 787 |
|
|
2021
Q3 | $65K | Hold |
325
| – | – | 0.01% | 333 |
|
|
2021
Q2 | $62K | Hold |
325
| – | – | 0.02% | 327 |
|
|
2021
Q1 | $63K | Hold |
325
| – | – | 0.02% | 314 |
|
|
2020
Q4 | $57K | Sell |
325
-48
| -13% | -$7.99K | 0.02% | 337 |
|
|
2020
Q3 | $56K | Buy |
373
+48
| +15% | +$7.29K | 0.02% | 303 |
|
|
2020
Q2 | $50K | Hold |
325
| – | – | 0.02% | 290 |
|
|
2020
Q1 | $44K | Hold |
325
| – | – | 0.02% | 274 |
|
|
2019
Q4 | $45K | Buy |
+325
| New | +$45.9K | 0.02% | 338 |
|
|
2019
Q3 | – | Sell |
-26
| Closed | -$3K | – | 886 |
|
|
2019
Q2 | $3K | Buy |
+26
| New | +$3.24K | ﹤0.01% | 696 |
|
|
2019
Q1 | – | Sell |
-174
| Closed | -$19K | – | 875 |
|
|
2018
Q4 | $19K | Sell |
174
-119
| -41% | -$14.8K | 0.01% | 435 |
|
|
2018
Q3 | $39K | Buy |
293
+50
| +21% | +$6.52K | 0.01% | 347 |
|
|
2018
Q2 | $32K | Sell |
243
-54
| -18% | -$7.9K | 0.02% | 407 |
|
|
2018
Q1 | $42K | Sell |
297
-10
| -3% | -$1.56K | 0.02% | 379 |
|
|
2017
Q4 | $48K | Buy |
307
+10
| +3% | +$1.48K | 0.03% | 355 |
|
|
2017
Q3 | $46K | Buy |
297
+124
| +72% | +$19.4K | 0.03% | 324 |
|
|
2017
Q2 | $28K | Sell |
173
-156
| -47% | -$23.7K | 0.02% | 416 |
|
|
2017
Q1 | $49K | Sell |
329
-50
| -13% | -$7.32K | 0.03% | 321 |
|
|
2016
Q4 | $53K | Sell |
379
-59
| -13% | -$8.68K | 0.03% | 317 |
|
|
2016
Q3 | $73K | Buy |
438
+55
| +14% | +$10.3K | 0.05% | 256 |
|
|
2016
Q2 | $71K | Sell |
383
-420
| -52% | -$73.7K | 0.05% | 239 |
|
|
2016
Q1 | $126K | Hold |
803
| – | – | 0.1% | 149 |
|
|
2015
Q4 | $158K | Sell |
803
-45
| -5% | -$8.5K | 0.12% | 131 |
|
|
2015
Q3 | $157K | Buy |
848
+160
| +23% | +$33.9K | 0.12% | 130 |
|
|
2015
Q2 | $155K | Buy |
688
+50
| +8% | +$11.6K | 0.11% | 142 |
|
|
2015
Q1 | $144K | Buy |
638
+357
| +127% | +$79.2K | 0.1% | 149 |
|
|
2014
Q4 | $58K | Hold |
281
| – | – | 0.04% | 258 |
|
|
2014
Q3 | $55K | Buy |
281
+119
| +73% | +$22.9K | 0.05% | 243 |
|
|
2014
Q2 | $30K | Sell |
162
-138
| -46% | -$24.6K | 0.03% | 310 |
|
|
2014
Q1 | $53K | Sell |
300
-661
| -69% | -$116K | 0.06% | 168 |
|
|
2013
Q4 | $155K | Buy |
961
+653
| +212% | +$100K | 0.09% | 108 |
|
|
2013
Q3 | $40K | Buy |
308
+8
| +3% | +$983 | 0.02% | 213 |
|
|
2013
Q2 | $34K | Buy |
+300
| New | +$33.4K | 0.03% | 200 |
|
Other funds holding MCK
Plante Moran Financial Advisors's MCK Position: Q2 2026 in Review
Plante Moran Financial Advisors increased its McKesson (MCK) stake by 1.2% in Q2 2026, buying an estimated $793 and bringing the position to 87 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #310.
Plante Moran Financial Advisors first reported a position in MCK in Q2 2013 and has held it in 46 quarters since. The position peaked at $158K in Q4 2015. 1,198 funds tracked by Wall St. Rank hold MCK as of Q2 2026.
- Plante Moran Financial Advisors held 87 shares of McKesson worth $65.5K as of Q2 2026.
- Plante Moran Financial Advisors bought 1 McKesson share in Q2 2026, an estimated $793.
- McKesson made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #310 holding.
- Plante Moran Financial Advisors first reported a position in McKesson in Q2 2013 and has held it in 46 quarters since.
- Plante Moran Financial Advisors's McKesson position peaked at $158K in Q4 2015.
- 1,198 funds tracked by Wall St. Rank held McKesson as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.