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Retirement Planning Group (Kansas)’s McKesson MCK Stock Holding History

Retirement Planning Group (Kansas)’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 		$417K Sell
552
-13
-2% -$10.3K 0.01% 365
2026
Q1 		$489K Buy
565
+21
+4% +$18.7K 0.02% 304
2025
Q4 		$446K Buy
+544
New +$444K 0.01% 284

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
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

Retirement Planning Group (Kansas)'s MCK Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its McKesson (MCK) stake by 2.3% in Q2 2026, selling an estimated $10.3K and leaving 552 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #365.

Retirement Planning Group (Kansas) first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $489K in Q1 2026. 2,016 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Retirement Planning Group (Kansas) held 552 shares of McKesson worth $417K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 13 McKesson shares in Q2 2026, an estimated $10.3K.
  • McKesson made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #365 holding.
  • Retirement Planning Group (Kansas) first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Retirement Planning Group (Kansas)'s McKesson position peaked at $489K in Q1 2026.
  • 2,016 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.