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 Q2	$357K	Buy	472 +1	+0.2%	+$793	0.05%	117
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 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

Vertex Planning Partners's MCK Position: Q2 2026 in Review

Vertex Planning Partners increased its McKesson (MCK) stake by 0.21% in Q2 2026, buying an estimated $793 and bringing the position to 472 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #117.

Vertex Planning Partners first reported a position in MCK in Q2 2023 and has held it in 13 quarters since. The position peaked at $408K in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Vertex Planning Partners held 472 shares of McKesson worth $357K as of Q2 2026.
Vertex Planning Partners bought 1 McKesson share in Q2 2026, an estimated $793.
McKesson made up 0.05% of Vertex Planning Partners's portfolio in Q2 2026, its #117 holding.
Vertex Planning Partners first reported a position in McKesson in Q2 2023 and has held it in 13 quarters since.
Vertex Planning Partners's McKesson position peaked at $408K in Q1 2026.
2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.