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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MCK holding history

McKesson Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCK overviewAll 13F holders of MCKFull Q2 2026 holdings

Shares (Q2 2026)
76,258
Value
$57.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MCK by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202676,258$57.6M<0.1%−2,794−3.5%ReducedHolders
Q1 202679,052$68.4M<0.1%+6,784+9.4%AddedHolders
Q4 202572,268$59.3M<0.1%+4,881+7.2%AddedHolders
Q3 202567,387$52.1M<0.1%+878+1.3%AddedHolders
Q2 202566,509$48.7M<0.1%+3,436+5.4%AddedHolders
Q1 202563,073$42.4M<0.1%+1,780+2.9%AddedHolders
Q4 202461,293$34.9M<0.1%−2,035−3.2%ReducedHolders
Q3 202463,328$31.1M<0.1%+816+1.3%AddedHolders
Q2 202462,512$36.5M<0.1%+1,093+1.8%AddedHolders
Q1 202461,419$33.0M<0.1%+1,978+3.3%AddedHolders
Q4 202359,441$27.5M0.1%−25,788−30.3%ReducedHolders
Q3 202385,229$37.1M<0.1%+23,785+38.7%AddedHolders
Q2 202361,444$26.3M<0.1%+2,697+4.6%AddedHolders
Q1 202358,747$20.9M<0.1%+449+0.8%AddedHolders
Q4 202258,298$21.9M<0.1%+3,143+5.7%AddedHolders
Q3 202255,155$18.7M<0.1%+21,495+63.9%AddedHolders
Q2 202233,660$11.0M<0.1%+7,555+28.9%AddedHolders
Q1 202226,105$7.99M<0.1%+1,099+4.4%AddedHolders
Q4 202125,006$6.22M<0.1%+1,630+7.0%AddedHolders
Q3 202123,376$4.66M<0.1%−1,653−6.6%ReducedHolders
Q2 202125,029$4.79M<0.1%+6,967+38.6%AddedHolders
Q1 202118,062$3.52M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.