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Plato Investment Management’s McKesson MCK Stock Holding History

Plato Investment Management’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
Q1 		$3.47M Buy
4,004
+85
+2% +$75.9K 0.23% 100
2025
Q4 		$3.23M Buy
3,919
+21
+0.5% +$17.1K 0.21% 107
2025
Q3 		$2.99M Hold
3,898
– – 0.2% 109
2025
Q2 		$2.85M Buy
3,898
+10
+0.3% +$7.06K 0.21% 107
2025
Q1 		$2.64M Sell
3,888
-1,324
-25% -$819K 0.22% 110
2024
Q4 		$2.98M Buy
5,212
+1,491
+40% +$835K 0.22% 106
2024
Q3 		$1.84M Sell
3,721
-2
-0.1% -$1.11K 0.15% 162
2024
Q2 		$2.17M Buy
3,723
+260
+8% +$145K 0.2% 112
2024
Q1 		$1.86M Buy
3,463
+2,479
+252% +$1.26M 0.19% 126
2023
Q4 		$456K Buy
+984
New +$447K 0.56% 40

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plato Investment Management's MCK Position: Q1 2026 in Review

Plato Investment Management increased its McKesson (MCK) stake by 2.2% in Q1 2026, buying an estimated $75.9K and bringing the position to 4,004 shares worth $3.47M. The position accounts for 0.23% of the portfolio, ranked #100.

Plato Investment Management first reported a position in MCK in Q4 2023 and has held it in 10 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Plato Investment Management held 4,004 shares of McKesson worth $3.47M as of Q1 2026.
  • Plato Investment Management bought 85 McKesson shares in Q1 2026, an estimated $75.9K.
  • McKesson made up 0.23% of Plato Investment Management's portfolio in Q1 2026, its #100 holding.
  • Plato Investment Management first reported a position in McKesson in Q4 2023 and has held it in 10 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.