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WealthPLAN Partners’s McKesson MCK Stock Holding History

WealthPLAN 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 		$2.4M Buy
3,178
+21
+0.7% +$16.6K 0.46% 54
2026
Q1 		$2.73M Buy
3,157
+44
+1% +$39.3K 0.53% 45
2025
Q4 		$2.55M Buy
3,113
+168
+6% +$137K 0.38% 76
2025
Q3 		$2.28M Buy
2,945
+167
+6% +$118K 0.34% 91
2025
Q2 		$2.04M Buy
2,778
+283
+11% +$200K 0.33% 94
2025
Q1 		$1.68M Buy
2,495
+1,065
+74% +$658K 0.24% 97
2024
Q4 		$815K Buy
1,430
+9
+0.6% +$5.04K 0.12% 133
2024
Q3 		$702K Buy
1,421
+58
+4% +$32.3K 0.09% 149
2024
Q2 		$796K Buy
1,363
+259
+23% +$144K 0.09% 157
2024
Q1 		$593K Buy
1,104
+10
+0.9% +$5.08K 0.06% 190
2023
Q4 		$506K Sell
1,094
-122
-10% -$55.5K 0.05% 217
2023
Q3 		$529K Buy
1,216
+806
+197% +$340K 0.06% 193
2023
Q2 		$175K Buy
410
+39
+11% +$15K 0.02% 311
2023
Q1 		$132K Buy
+371
New +$134K 0.02% 370
2016
Q3 		$32.6K Sell
197
-197
-50% -$36.7K 0.01% 402
2016
Q2 		$36.8K Buy
+394
New +$69.1K ﹤0.01% 1069
2015
Q4 		$1.58K Buy
+24
New +$4.53K ﹤0.01% 1505
2015
Q2 		$5K Sell
21
-5
-19% -$1.16K ﹤0.01% 344
2015
Q1 		$5K Buy
+26
New +$5.77K ﹤0.01% 422

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

WealthPLAN Partners's MCK Position: Q2 2026 in Review

WealthPLAN Partners increased its McKesson (MCK) stake by 0.67% in Q2 2026, buying an estimated $16.6K and bringing the position to 3,178 shares worth $2.4M. The position accounts for 0.46% of the portfolio, ranked #54.

WealthPLAN Partners first reported a position in MCK in Q1 2015 and has held it in 19 quarters since. The position peaked at $2.73M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • WealthPLAN Partners held 3,178 shares of McKesson worth $2.4M as of Q2 2026.
  • WealthPLAN Partners bought 21 McKesson shares in Q2 2026, an estimated $16.6K.
  • McKesson made up 0.46% of WealthPLAN Partners's portfolio in Q2 2026, its #54 holding.
  • WealthPLAN Partners first reported a position in McKesson in Q1 2015 and has held it in 19 quarters since.
  • WealthPLAN Partners's McKesson position peaked at $2.73M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.