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Valtinson Bruner Financial Planning’s McKesson MCK Stock Holding History

Valtinson Bruner Financial 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 		$462K Sell
611
-61
-9% -$48.4K 0.12% 98
2026
Q1 		$582K Buy
+672
New +$600K 0.16% 73

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

Valtinson Bruner Financial Planning's MCK Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its McKesson (MCK) stake by 9.1% in Q2 2026, selling an estimated $48.4K and leaving 611 shares worth $462K. The position accounts for 0.12% of the portfolio, ranked #98.

Valtinson Bruner Financial Planning first reported a position in MCK in Q1 2026 and has held it in 2 quarters since. The position peaked at $582K in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Valtinson Bruner Financial Planning held 611 shares of McKesson worth $462K as of Q2 2026.
  • Valtinson Bruner Financial Planning sold 61 McKesson shares in Q2 2026, an estimated $48.4K.
  • McKesson made up 0.12% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #98 holding.
  • Valtinson Bruner Financial Planning first reported a position in McKesson in Q1 2026 and has held it in 2 quarters since.
  • Valtinson Bruner Financial Planning's McKesson position peaked at $582K in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.