Sentry Investment Management’s McKesson MCK Stock Holding History

Sentry Investment 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	–	Sell	-311	Closed	-$255K	–	297
2025 Q4	$255K	Hold	311	–	–	0.17%	110
2025 Q3	$235K	Sell	311 -122	-28%	-$85.9K	0.16%	118
2025 Q2	$314K	Hold	433	–	–	0.17%	129
2025 Q1	$287K	Buy	+433	New	+$268K	0.19%	116
2024 Q4	–	Sell	-587	Closed	-$290K	–	479
2024 Q3	$290K	Hold	587	–	–	0.12%	167
2024 Q2	$343K	Sell	587 -120	-17%	-$66.8K	0.15%	152
2024 Q1	$380K	Hold	707	–	–	0.15%	157
2023 Q4	$327K	Sell	707 -76	-10%	-$34.6K	0.14%	158
2023 Q3	$340K	Sell	783 -165	-17%	-$69.5K	0.16%	129
2023 Q2	$405K	Hold	948	–	–	0.15%	154
2023 Q1	$338K	Hold	948	–	–	0.14%	171
2022 Q4	$356K	Hold	948	–	–	0.16%	157
2022 Q3	$322K	Sell	948 -68	-7%	-$23.6K	0.15%	145
2022 Q2	$331K	Sell	1,016 -65	-6%	-$20.8K	0.15%	146
2022 Q1	$331K	Sell	1,081 -472	-30%	-$128K	0.11%	195
2021 Q4	$386K	Buy	1,553 +147	+10%	+$32.3K	0.1%	206
2021 Q3	$280K	Sell	1,406 -205	-13%	-$41K	0.08%	250
2021 Q2	$308K	Hold	1,611	–	–	0.08%	251
2021 Q1	$314K	Sell	1,611 -7,690	-83%	-$1.4M	0.09%	238
2020 Q4	$1.62M	Hold	9,301	–	–	0.08%	235
2020 Q3	$1.39M	Hold	9,301	–	–	0.08%	236
2020 Q2	$1.43M	Sell	9,301 -1,801	-16%	-$260K	0.09%	233
2020 Q1	$1.5M	Buy	+11,102	New	+$1.63M	0.11%	176
2019 Q1	–	Sell	-12,902	Closed	-$1.43M	–	480
2018 Q4	$1.43M	Buy	+12,902	New	+$1.61M	0.1%	212
2018 Q1	–	Sell	-15,897	Closed	-$2.48M	–	475
2017 Q4	$2.48M	Hold	15,897	–	–	0.14%	184
2017 Q3	$2.44M	Hold	15,897	–	–	0.09%	187
2017 Q2	$2.62M	Hold	15,897	–	–	0.1%	171
2017 Q1	$2.36M	Sell	15,897 -2,151	-12%	-$315K	0.1%	170
2016 Q4	$2.54M	Buy	18,048 +320	+2%	+$47.1K	0.11%	166
2016 Q3	$2.96M	Buy	17,728 +371	+2%	+$69.2K	0.13%	133
2016 Q2	$3.24M	Hold	17,357	–	–	0.14%	115
2016 Q1	$2.73M	Hold	17,357	–	–	0.12%	133
2015 Q4	$3.42M	Buy	17,357 +346	+2%	+$65.3K	0.16%	108
2015 Q3	$3.15M	Hold	17,011	–	–	0.16%	111
2015 Q2	$3.82M	Buy	17,011 +645	+4%	+$149K	0.18%	103
2015 Q1	$3.7M	Buy	16,366 +1,200	+8%	+$266K	0.18%	99
2014 Q4	$3.15M	Buy	15,166 +4,300	+40%	+$874K	0.15%	115
2014 Q3	$2.12M	Sell	10,866 -1,339	-11%	-$258K	0.11%	149
2014 Q2	$2.27M	Sell	12,205 -895	-7%	-$159K	0.12%	147
2014 Q1	$2.31M	Sell	13,100 -17,400	-57%	-$3.04M	0.12%	133
2013 Q4	$4.92M	Sell	30,500 -2,200	-7%	-$338K	0.27%	64
2013 Q3	$4.2M	Buy	32,700 +5,000	+18%	+$614K	0.25%	65
2013 Q2	$3.17M	Buy	+27,700	New	+$3.08M	0.18%	58

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

Sentry Investment Management's MCK Position: Q1 2026 in Review

Sentry Investment Management sold out of McKesson (MCK) in Q1 2026, closing a stake of 311 shares — an estimated $255K sold.

Sentry Investment Management first reported a position in MCK in Q2 2013 and held it in 43 quarters. The position peaked at $4.92M in Q4 2013. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Sentry Investment Management reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 311 McKesson shares in Q1 2026, an estimated $255K.
Sentry Investment Management first reported a position in McKesson in Q2 2013 and held it in 43 quarters.
Sentry Investment Management's McKesson position peaked at $4.92M in Q4 2013.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.