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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sendero Wealth Management's MCK Position: Q1 2026 in Review

Sendero Wealth Management increased its McKesson (MCK) stake by 0.3% in Q1 2026, buying an estimated $2.68K and bringing the position to 987 shares worth $854K. The position accounts for 0.09% of the portfolio, ranked #118.

Sendero Wealth Management first reported a position in MCK in Q2 2023 and has held it in 12 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Sendero Wealth Management held 987 shares of McKesson worth $854K as of Q1 2026.
Sendero Wealth Management bought 3 McKesson shares in Q1 2026, an estimated $2.68K.
McKesson made up 0.09% of Sendero Wealth Management's portfolio in Q1 2026, its #118 holding.
Sendero Wealth Management first reported a position in McKesson in Q2 2023 and has held it in 12 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.