VPP
MCK icon

Vertex Planning Partners’s McKesson MCK Stock Holding History

Vertex Planning Partners’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
Q1 		$408K Buy
471
+1
+0.2% +$893 0.08% 88
2025
Q4 		$386K Sell
470
-14
-3% -$11.4K 0.09% 89
2025
Q3 		$374K Buy
484
+2
+0.4% +$1.41K 0.07% 143
2025
Q2 		$353K Buy
482
+4
+0.8% +$2.82K 0.07% 136
2025
Q1 		$322K Buy
478
+1
+0.2% +$618 0.07% 138
2024
Q4 		$272K Sell
477
-6
-1% -$3.36K 0.06% 152
2024
Q3 		$239K Buy
483
+2
+0.4% +$1.11K 0.06% 149
2024
Q2 		$281K Sell
481
-11
-2% -$6.12K 0.07% 128
2024
Q1 		$264K Sell
492
-59
-11% -$30K 0.07% 133
2023
Q4 		$255K Buy
551
+50
+10% +$22.7K 0.08% 133
2023
Q3 		$218K Sell
501
-11
-2% -$4.64K 0.08% 128
2023
Q2 		$219K Buy
+512
New +$197K 0.07% 129

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vertex Planning Partners's MCK Position: Q1 2026 in Review

Vertex Planning Partners increased its McKesson (MCK) stake by 0.21% in Q1 2026, buying an estimated $893 and bringing the position to 471 shares worth $408K. The position accounts for 0.08% of the portfolio, ranked #88.

Vertex Planning Partners first reported a position in MCK in Q2 2023 and has held it in 12 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Vertex Planning Partners held 471 shares of McKesson worth $408K as of Q1 2026.
  • Vertex Planning Partners bought 1 McKesson share in Q1 2026, an estimated $893.
  • McKesson made up 0.08% of Vertex Planning Partners's portfolio in Q1 2026, its #88 holding.
  • Vertex Planning Partners first reported a position in McKesson in Q2 2023 and has held it in 12 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.