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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sequent Planning's MCK Position: Q1 2026 in Review

Sequent Planning increased its McKesson (MCK) stake by 0.44% in Q1 2026, buying an estimated $6.25K and bringing the position to 1,584 shares worth $1.37M. The position accounts for 0.33% of the portfolio, ranked #70.

Sequent Planning first reported a position in MCK in Q1 2024 and has held it in 9 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Sequent Planning held 1,584 shares of McKesson worth $1.37M as of Q1 2026.
  • Sequent Planning bought 7 McKesson shares in Q1 2026, an estimated $6.25K.
  • McKesson made up 0.33% of Sequent Planning's portfolio in Q1 2026, its #70 holding.
  • Sequent Planning first reported a position in McKesson in Q1 2024 and has held it in 9 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.