Tempus Wealth Planning’s McKesson MCK Stock Holding History

Tempus Wealth Planning’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	$222K	Buy	294 +61	+26%	+$48.4K	0.04%	264
2026 Q1	$201K	Sell	233 -29	-11%	-$25.9K	0.05%	263
2025 Q4	$215K	Buy	262 +3	+1%	+$2.45K	0.05%	264
2025 Q3	$200K	Sell	259 -26	-9%	-$18.3K	0.05%	272
2025 Q2	$209K	Sell	285 -66	-19%	-$46.6K	0.05%	249
2025 Q1	$236K	Sell	351 -10	-3%	-$6.18K	0.07%	231
2024 Q4	$205K	Buy	+361	New	+$202K	0.06%	235
2024 Q3	–	Sell	-360	Closed	-$210K	–	225
2024 Q2	$210K	Buy	+360	New	+$200K	0.09%	193

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

Tempus Wealth Planning's MCK Position: Q2 2026 in Review

Tempus Wealth Planning increased its McKesson (MCK) stake by 26% in Q2 2026, buying an estimated $48.4K and bringing the position to 294 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #264.

Tempus Wealth Planning first reported a position in MCK in Q2 2024 and has held it in 8 quarters since. The position peaked at $236K in Q1 2025. 1,996 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Tempus Wealth Planning held 294 shares of McKesson worth $222K as of Q2 2026.
Tempus Wealth Planning bought 61 McKesson shares in Q2 2026, an estimated $48.4K.
McKesson made up 0.04% of Tempus Wealth Planning's portfolio in Q2 2026, its #264 holding.
Tempus Wealth Planning first reported a position in McKesson in Q2 2024 and has held it in 8 quarters since.
Tempus Wealth Planning's McKesson position peaked at $236K in Q1 2025.
1,996 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.