Plum Street Advisors’s McKesson MCK Stock Holding History

Plum Street Advisors’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	$443K	Hold	586	–	–	0.14%	80
2026 Q1	$507K	Hold	586	–	–	0.18%	72
2025 Q4	$481K	Hold	586	–	–	0.17%	72
2025 Q3	$453K	Hold	586	–	–	0.17%	71
2025 Q2	$429K	Hold	586	–	–	0.19%	66
2025 Q1	$394K	Hold	586	–	–	0.19%	68
2024 Q4	$334K	Hold	586	–	–	0.16%	70
2024 Q3	$290K	Buy	+586	New	+$326K	0.15%	73
2024 Q2	–	Sell	-586	Closed	-$290K	–	80
2024 Q1	$290K	Buy	+586	New	+$298K	0.15%	73

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Plum Street Advisors's MCK Position: Q2 2026 in Review

Plum Street Advisors held its McKesson (MCK) position steady in Q2 2026 at 586 shares worth $443K. The position accounts for 0.14% of the portfolio, ranked #80.

Plum Street Advisors first reported a position in MCK in Q1 2024 and has held it in 9 quarters since. The position peaked at $507K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Plum Street Advisors held 586 shares of McKesson worth $443K as of Q2 2026.
Plum Street Advisors left its McKesson share count unchanged in Q2 2026.
McKesson made up 0.14% of Plum Street Advisors's portfolio in Q2 2026, its #80 holding.
Plum Street Advisors first reported a position in McKesson in Q1 2024 and has held it in 9 quarters since.
Plum Street Advisors's McKesson position peaked at $507K in Q1 2026.
2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.