Sendero Wealth Management’s McKesson MCK Stock Holding History

Sendero Wealth Management’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	$749K	Buy	991 +4	+0.4%	+$3.17K	0.07%	148
2026 Q1	$854K	Buy	987 +3	+0.3%	+$2.68K	0.09%	118
2025 Q4	$807K	Hold	984	–	–	0.09%	123
2025 Q3	$760K	Hold	984	–	–	0.09%	118
2025 Q2	$721K	Hold	984	–	–	0.09%	125
2025 Q1	$662K	Hold	984	–	–	0.09%	127
2024 Q4	$561K	Hold	984	–	–	0.08%	120
2024 Q3	$487K	Hold	984	–	–	0.08%	125
2024 Q2	$575K	Hold	984	–	–	0.1%	114
2024 Q1	$528K	Hold	984	–	–	0.09%	121
2023 Q4	$456K	Hold	984	–	–	0.09%	125
2023 Q3	$428K	Hold	984	–	–	0.09%	118
2023 Q2	$420K	Buy	+984	New	+$378K	0.09%	119

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sendero Wealth Management's MCK Position: Q2 2026 in Review

Sendero Wealth Management increased its McKesson (MCK) stake by 0.41% in Q2 2026, buying an estimated $3.17K and bringing the position to 991 shares worth $749K. The position accounts for 0.07% of the portfolio, ranked #148.

Sendero Wealth Management first reported a position in MCK in Q2 2023 and has held it in 13 quarters since. The position peaked at $854K in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Sendero Wealth Management held 991 shares of McKesson worth $749K as of Q2 2026.
Sendero Wealth Management bought 4 McKesson shares in Q2 2026, an estimated $3.17K.
McKesson made up 0.07% of Sendero Wealth Management's portfolio in Q2 2026, its #148 holding.
Sendero Wealth Management first reported a position in McKesson in Q2 2023 and has held it in 13 quarters since.
Sendero Wealth Management's McKesson position peaked at $854K in Q1 2026.
2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.