Greenleaf Trust’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.21M | Sell |
7,172
-85
| -1% | -$75.9K | 0.06% | 92 |
|
|
2025
Q4 | $5.95M | Buy |
7,257
+245
| +3% | +$200K | 0.05% | 91 |
|
|
2025
Q3 | $5.42M | Sell |
7,012
-32
| -0.5% | -$22.5K | 0.05% | 93 |
|
|
2025
Q2 | $5.16M | Sell |
7,044
-681
| -9% | -$481K | 0.05% | 99 |
|
|
2025
Q1 | $5.2M | Buy |
7,725
+6
| +0.1% | +$3.71K | 0.05% | 103 |
|
|
2024
Q4 | $4.4M | Buy |
7,719
+43
| +0.6% | +$24.1K | 0.04% | 115 |
|
|
2024
Q3 | $3.8M | Buy |
7,676
+2,937
| +62% | +$1.64M | 0.03% | 120 |
|
|
2024
Q2 | $2.77M | Buy |
4,739
+45
| +1% | +$25.1K | 0.03% | 145 |
|
|
2024
Q1 | $2.52M | Sell |
4,694
-270
| -5% | -$137K | 0.02% | 149 |
|
|
2023
Q4 | $2.3M | Buy |
4,964
+120
| +2% | +$54.6K | 0.02% | 154 |
|
|
2023
Q3 | $2.11M | Buy |
4,844
+54
| +1% | +$22.8K | 0.02% | 154 |
|
|
2023
Q2 | $2.05M | Sell |
4,790
-42
| -0.9% | -$16.1K | 0.02% | 160 |
|
|
2023
Q1 | $1.72M | Sell |
4,832
-32
| -0.7% | -$11.6K | 0.02% | 182 |
|
|
2022
Q4 | $1.82M | Buy |
4,864
+222
| +5% | +$82.8K | 0.02% | 170 |
|
|
2022
Q3 | $1.58M | Buy |
4,642
+166
| +4% | +$57.6K | 0.02% | 173 |
|
|
2022
Q2 | $1.46M | Buy |
4,476
+149
| +3% | +$47.7K | 0.02% | 167 |
|
|
2022
Q1 | $1.32M | Buy |
4,327
+192
| +5% | +$52.2K | 0.02% | 195 |
|
|
2021
Q4 | $1.03M | Buy |
4,135
+104
| +3% | +$22.8K | 0.01% | 237 |
|
|
2021
Q3 | $804K | Buy |
4,031
+181
| +5% | +$36.2K | 0.01% | 272 |
|
|
2021
Q2 | $736K | Buy |
3,850
+51
| +1% | +$9.85K | 0.01% | 299 |
|
|
2021
Q1 | $741K | Buy |
3,799
+842
| +28% | +$154K | 0.01% | 274 |
|
|
2020
Q4 | $514K | Buy |
2,957
+92
| +3% | +$15.3K | 0.01% | 329 |
|
|
2020
Q3 | $427K | Buy |
2,865
+103
| +4% | +$15.6K | 0.01% | 323 |
|
|
2020
Q2 | $424K | Buy |
2,762
+549
| +25% | +$79.3K | 0.01% | 323 |
|
|
2020
Q1 | $299K | Buy |
2,213
+313
| +16% | +$45.8K | 0.01% | 339 |
|
|
2019
Q4 | $263K | Sell |
1,900
-71
| -4% | -$10K | ﹤0.01% | 446 |
|
|
2019
Q3 | $269K | Buy |
1,971
+239
| +14% | +$33.9K | ﹤0.01% | 438 |
|
|
2019
Q2 | $233K | Buy |
+1,732
| New | +$216K | ﹤0.01% | 468 |
|
|
2018
Q1 | – | Sell |
-153
| Closed | -$24K | – | 616 |
|
|
2017
Q4 | $24K | Sell |
153
-43
| -22% | -$6.37K | ﹤0.01% | 562 |
|
|
2017
Q3 | $30K | Buy |
+196
| New | +$30.6K | ﹤0.01% | 505 |
|
Other funds holding MCK
VCM
VPM
Greenleaf Trust's MCK Position: Q1 2026 in Review
Greenleaf Trust reduced its McKesson (MCK) stake by 1.2% in Q1 2026, selling an estimated $75.9K and leaving 7,172 shares worth $6.21M. The position accounts for 0.06% of the portfolio, ranked #92.
Greenleaf Trust first reported a position in MCK in Q3 2017 and has held it in 30 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Greenleaf Trust held 7,172 shares of McKesson worth $6.21M as of Q1 2026.
- Greenleaf Trust sold 85 McKesson shares in Q1 2026, an estimated $75.9K.
- McKesson made up 0.06% of Greenleaf Trust's portfolio in Q1 2026, its #92 holding.
- Greenleaf Trust first reported a position in McKesson in Q3 2017 and has held it in 30 quarters since.
- 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.