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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

MCK holding history

McKesson Corp in every 13F filed by WealthPLAN Partners, LLC, 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)
3,178
Value
$2.40M
% of portfolio
0.5%
Quarters held
14
Since Q1 2023
Holdings of MCK by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,178$2.40M0.5%+21+0.7%AddedHolders
Q1 20263,157$2.73M0.5%+44+1.4%AddedHolders
Q4 20253,113$2.55M0.4%+168+5.7%AddedHolders
Q3 20252,945$2.28M0.3%+167+6.0%AddedHolders
Q2 20252,778$2.04M0.3%+283+11.3%AddedHolders
Q1 20252,495$1.68M0.2%+1,065+74.5%AddedHolders
Q4 20241,430$815.2K0.1%+9+0.6%AddedHolders
Q3 20241,421$702.5K0.1%+58+4.3%AddedHolders
Q2 20241,363$796.3K0.1%+259+23.5%AddedHolders
Q1 20241,104$592.7K0.1%+10+0.9%AddedHolders
Q4 20231,094$506.3K0.1%−122−10.0%ReducedHolders
Q3 20231,216$528.8K0.1%+806+196.6%AddedHolders
Q2 2023410$175.1K<0.1%+39+10.5%AddedHolders
Q1 2023371$132.2K<0.1%+371NewHolders