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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
Q2 		$2.75M Sell
3,658
-346
-9% -$274K 0.16% 144
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 $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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Plato Investment Management's MCK Position: Q2 2026 in Review

Plato Investment Management reduced its McKesson (MCK) stake by 8.6% in Q2 2026, selling an estimated $274K and leaving 3,658 shares worth $2.75M. The position accounts for 0.16% of the portfolio, ranked #144.

Plato Investment Management first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.47M in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Plato Investment Management held 3,658 shares of McKesson worth $2.75M as of Q2 2026.
  • Plato Investment Management sold 346 McKesson shares in Q2 2026, an estimated $274K.
  • McKesson made up 0.16% of Plato Investment Management's portfolio in Q2 2026, its #144 holding.
  • Plato Investment Management first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's McKesson position peaked at $3.47M in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.