Creative Planning

Position in MCK — Mckesson Corp

CIK 1540235 OVERLAND PARK, KS

Back to MCK Full portfolio

Position in MCK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$57,620,544

-$10,787,894 QoQ

Shares Held

76,258

-3.5% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#157

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MCK Over Time

Shares Held

Position Value (USD)

Derivatives in MCK

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$1,474

PutShares

500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Medical Distribution

Healthcare · as of Jun 30, 2026

Creative Planning holds $103,546,787 across 5 Medical Distribution names. MCK ranks #1 (55.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCK	Mckesson Corp This page	76,258	$57,620,544
2	CAH	Cardinal Health Inc	91,658	$21,774,274
3	COR	Cencora, Inc.	67,294	$19,042,855
4	HSIC	Henry Schein Inc	60,630	$5,063,817
5	ACH	Accendra Health Inc/Va/	13,245	$45,297

All Filings in MCK

Export CSV

32 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,620,544	76,258	-3.5%	Shares	Defined	2026-08-13
2026-03-31	$68,408,438	79,052	+9.4%	Shares	Defined	2026-05-12
2025-12-31	$59,280,716	72,268	+7.2%	Shares	Sole	2026-02-17
2025-09-30	$52,059,152	67,387	+1.3%	Shares	Sole	2025-11-14
2025-09-30	$1,474	500	0.0%	Put	Sole	2025-11-14
2025-06-30	$2,301	500	0.0%	Put	Sole	2025-08-08
2025-06-30	$48,736,464	66,509	+5.4%	Shares	Defined	2025-08-08
2025-03-31	$42,447,497	63,073	+2.9%	Shares	Sole	2025-05-15
2024-12-31	$34,931,493	61,293	-3.2%	Shares	Defined	2025-02-14
2024-09-30	$31,063,862	63,328	+1.3%	Shares	Defined	2024-10-11
2024-06-30	$84	500	-54.5%	Put	Sole	2024-08-15
2024-06-30	$36,509,500	62,512	+1.8%	Shares	Defined	2024-08-15
2024-03-31	$32,972,789	61,419	+3.3%	Shares	Sole	2024-05-13
2023-12-31	$27,519,994	59,441	-30.3%	Shares	Defined	2024-02-14
2023-09-30	$37,061,830	85,229	+38.7%	Shares	Sole	2023-11-16
2023-06-30	$26,255,634	61,444	+4.6%	Shares	Defined	2023-07-21
2023-03-31	$20,916,868	58,747	+0.8%	Shares	Sole	2023-05-15
2022-12-31	$21,868,745	58,298	+5.7%	Shares	Sole	2023-02-10
2022-12-31	$143	1,100	-50.0%	Put	Sole	2023-02-10
2022-09-30	$2,000	2,200	-33.3%	Put	Sole	2022-11-03
2022-09-30	$18,745,529	55,155	+63.9%	Shares	Sole	2022-11-03
2022-06-30	$10,980,228	33,660	+28.9%	Shares	Sole	2022-08-15
2022-06-30	$10,000	3,300	—	Put	Sole	2022-08-15
2022-03-31	$7,991,523	26,105	+4.4%	Shares	Sole	2022-05-16
2021-12-31	$6,215,741	25,006	+7.0%	Shares	Sole	2022-02-11
2021-09-30	$4,660,706	23,376	-6.6%	Shares	Sole	2021-11-10
2021-06-30	$4,786,545	25,029	+38.6%	Shares	Sole	2021-08-04
2021-03-31	$3,522,812	18,062	+6.0%	Shares	Sole	2021-04-30
2020-12-31	$2,962,553	17,034	+6.8%	Shares	Sole	2021-01-29
2020-09-30	$2,375,135	15,948	+3.8%	Shares	Sole	2020-11-05
2020-06-30	$2,358,065	15,370	-5.4%	Shares	Sole	2020-07-23
2020-03-31	$2,197,028	16,243	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.