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Sequent Planning’s McKesson MCK Stock Holding History

Sequent Planning’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 		$942K Sell
1,246
-338
-21% -$268K 0.2% 98
2026
Q1 		$1.37M Buy
1,584
+7
+0.4% +$6.25K 0.33% 70
2025
Q4 		$1.29M Buy
1,577
+151
+11% +$123K 0.33% 71
2025
Q3 		$1.1M Buy
1,426
+9
+0.6% +$6.34K 0.31% 71
2025
Q2 		$1.04M Buy
1,417
+13
+0.9% +$9.17K 0.33% 47
2025
Q1 		$945K Sell
1,404
-4
-0.3% -$2.47K 0.34% 50
2024
Q4 		$802K Sell
1,408
-13
-0.9% -$7.28K 0.29% 64
2024
Q3 		$703K Buy
1,421
+121
+9% +$67.4K 0.24% 74
2024
Q2 		$762K Sell
1,300
-30
-2% -$16.7K 0.26% 66
2024
Q1 		$714K Buy
+1,330
New +$675K 0.26% 73

Other funds holding MCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sequent Planning's MCK Position: Q2 2026 in Review

Sequent Planning reduced its McKesson (MCK) stake by 21% in Q2 2026, selling an estimated $268K and leaving 1,246 shares worth $942K. The position accounts for 0.2% of the portfolio, ranked #98.

Sequent Planning first reported a position in MCK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.37M in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Sequent Planning held 1,246 shares of McKesson worth $942K as of Q2 2026.
  • Sequent Planning sold 338 McKesson shares in Q2 2026, an estimated $268K.
  • McKesson made up 0.2% of Sequent Planning's portfolio in Q2 2026, its #98 holding.
  • Sequent Planning first reported a position in McKesson in Q1 2024 and has held it in 10 quarters since.
  • Sequent Planning's McKesson position peaked at $1.37M in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.