XPN
MCK icon

XY Planning Network’s McKesson MCK Stock Holding History

XY Planning Network’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 		$253K Buy
334
+44
+15% +$34.9K 0.03% 305
2026
Q1 		$253K Buy
290
+29
+11% +$25.9K 0.04% 252
2025
Q4 		$214K Buy
+261
New +$213K 0.04% 243

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

XY Planning Network's MCK Position: Q2 2026 in Review

XY Planning Network increased its McKesson (MCK) stake by 15% in Q2 2026, buying an estimated $34.9K and bringing the position to 334 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #305.

XY Planning Network first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $253K in Q1 2026. 563 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • XY Planning Network held 334 shares of McKesson worth $253K as of Q2 2026.
  • XY Planning Network bought 44 McKesson shares in Q2 2026, an estimated $34.9K.
  • McKesson made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #305 holding.
  • XY Planning Network first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • XY Planning Network's McKesson position peaked at $253K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.