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Sequoia Financial Advisors’s McKesson MCK Stock Holding History

Sequoia Financial Advisors’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 		$7.2M Sell
9,530
-180
-2% -$143K 0.04% 276
2026
Q1 		$8.4M Buy
9,710
+168
+2% +$150K 0.05% 228
2025
Q4 		$7.83M Buy
9,542
+525
+6% +$428K 0.04% 243
2025
Q3 		$6.97M Buy
9,017
+29
+0.3% +$20.4K 0.04% 251
2025
Q2 		$6.59M Buy
8,988
+292
+3% +$206K 0.05% 233
2025
Q1 		$5.85M Buy
8,696
+1,688
+24% +$1.04M 0.05% 249
2024
Q4 		$3.99M Buy
7,008
+414
+6% +$232K 0.04% 284
2024
Q3 		$3.26M Buy
6,594
+226
+4% +$126K 0.04% 278
2024
Q2 		$3.72M Buy
6,368
+143
+2% +$79.6K 0.04% 227
2024
Q1 		$3.34M Sell
6,225
-649
-9% -$330K 0.04% 248
2023
Q4 		$3.18M Buy
6,874
+1,528
+29% +$695K 0.04% 268
2023
Q3 		$2.32M Buy
5,346
+29
+0.5% +$12.2K 0.04% 211
2023
Q2 		$2.27M Buy
5,317
+342
+7% +$131K 0.04% 221
2023
Q1 		$1.77M Buy
4,975
+1,219
+32% +$440K 0.04% 233
2022
Q4 		$1.41M Buy
3,756
+2,684
+250% +$1M 0.03% 239
2022
Q3 		$364K Sell
1,072
-670
-38% -$233K 0.01% 343
2022
Q2 		$569K Buy
1,742
+9
+0.5% +$2.88K 0.02% 303
2022
Q1 		$531K Buy
1,733
+245
+16% +$66.6K 0.01% 346
2021
Q4 		$370K Buy
+1,488
New +$327K 0.01% 393
2018
Q3 		– Sell
-1,861
Closed -$248K – 329
2018
Q2 		$248K Sell
1,861
-715
-28% -$105K 0.03% 260
2018
Q1 		$363K Buy
2,576
+658
+34% +$103K 0.04% 203
2017
Q4 		$299K Sell
1,918
-13
-0.7% -$1.93K 0.03% 224
2017
Q3 		$297K Buy
1,931
+13
+0.7% +$2.03K 0.04% 211
2017
Q2 		$316K Hold
1,918
– – 0.04% 200
2017
Q1 		$284K Buy
+1,918
New +$281K 0.04% 207
2016
Q3 		– Sell
-1,152
Closed -$215K – 269
2016
Q2 		$215K Buy
+1,152
New +$202K 0.06% 219

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Sequoia Financial Advisors's MCK Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its McKesson (MCK) stake by 1.9% in Q2 2026, selling an estimated $143K and leaving 9,530 shares worth $7.2M. The position accounts for 0.04% of the portfolio, ranked #276.

Sequoia Financial Advisors first reported a position in MCK in Q2 2016 and has held it in 26 quarters since. The position peaked at $8.4M in Q1 2026. 406 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Sequoia Financial Advisors held 9,530 shares of McKesson worth $7.2M as of Q2 2026.
  • Sequoia Financial Advisors sold 180 McKesson shares in Q2 2026, an estimated $143K.
  • McKesson made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #276 holding.
  • Sequoia Financial Advisors first reported a position in McKesson in Q2 2016 and has held it in 26 quarters since.
  • Sequoia Financial Advisors's McKesson position peaked at $8.4M in Q1 2026.
  • 406 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.