Planning Strategies Inc.’s McKesson MCK Stock Holding History

Planning Strategies Inc.’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	$163K	Buy	+216	New	+$171K	0.1%	74

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Planning Strategies Inc.'s MCK Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in McKesson (MCK) in Q2 2026: 216 shares worth $163K. The stake represents 0.1% of the portfolio and ranks #74 among its holdings.

691 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Planning Strategies Inc. held 216 shares of McKesson worth $163K as of Q2 2026.
McKesson was a new Planning Strategies Inc. position in Q2 2026.
McKesson made up 0.1% of Planning Strategies Inc.'s portfolio in Q2 2026, its #74 holding.
691 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.