Sigma Planning Corp’s McKesson MCK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.78M Sell
2,056
-82
-4% -$73.2K 0.05% 370
2025
Q4
$1.75M Sell
2,138
-9
-0.4% -$7.34K 0.05% 359
2025
Q3
$1.66M Sell
2,147
-168
-7% -$118K 0.05% 367
2025
Q2
$1.7M Sell
2,315
-38
-2% -$26.8K 0.05% 348
2025
Q1
$1.58M Buy
2,353
+41
+2% +$25.3K 0.05% 349
2024
Q4
$1.32M Sell
2,312
-187
-7% -$105K 0.04% 401
2024
Q3
$1.24M Sell
2,499
-600
-19% -$334K 0.04% 429
2024
Q2
$1.81M Buy
3,099
+58
+2% +$32.3K 0.06% 318
2024
Q1
$1.63M Buy
3,041
+1,401
+85% +$711K 0.05% 362
2023
Q4
$759K Sell
1,640
-1,063
-39% -$483K 0.06% 328
2023
Q3
$1.18M Buy
2,703
+199
+8% +$83.9K 0.04% 407
2023
Q2
$1.07M Buy
2,504
+12
+0.5% +$4.61K 0.04% 430
2023
Q1
$887K Sell
2,492
-2,350
-49% -$849K 0.03% 559
2022
Q4
$1.82M Buy
4,842
+3,417
+240% +$1.27M 0.06% 302
2022
Q3
$485K Buy
1,425
+150
+12% +$52.1K 0.02% 743
2022
Q2
$416K Sell
1,275
-143
-10% -$45.8K 0.01% 831
2022
Q1
$434K Buy
1,418
+456
+47% +$124K 0.01% 892
2021
Q4
$239K Sell
962
-173
-15% -$38K 0.01% 1198
2021
Q3
$226K Sell
1,135
-170
-13% -$34K 0.01% 1205
2021
Q2
$250K Sell
1,305
-116
-8% -$22.4K 0.01% 1186
2021
Q1
$277K Sell
1,421
-118
-8% -$21.5K 0.01% 1038
2020
Q4
$268K Sell
1,539
-292
-16% -$48.6K 0.01% 963
2020
Q3
$273K Sell
1,831
-26
-1% -$3.95K 0.01% 829
2020
Q2
$285K Sell
1,857
-95
-5% -$13.7K 0.01% 795
2020
Q1
$264K Buy
1,952
+17
+0.9% +$2.49K 0.02% 694
2019
Q4
$268K Buy
+1,935
New +$273K 0.01% 848
2017
Q4
Sell
-1,649
Closed -$253K 880
2017
Q3
$253K Buy
1,649
+236
+17% +$36.8K 0.02% 674
2017
Q2
$233K Buy
+1,413
New +$214K 0.02% 656
2016
Q4
Sell
-1,868
Closed -$312K 788
2016
Q3
$312K Buy
1,868
+244
+15% +$45.5K 0.04% 503
2016
Q2
$303K Buy
1,624
+60
+4% +$10.5K 0.04% 475
2016
Q1
$246K Sell
1,564
-382
-20% -$61.7K 0.03% 529
2015
Q4
$384K Buy
1,946
+806
+71% +$152K 0.05% 392
2015
Q3
$211K Sell
1,140
-48
-4% -$10.2K 0.03% 553
2015
Q2
$267K Sell
1,188
-500
-30% -$116K 0.04% 523
2015
Q1
$382K Buy
+1,688
New +$374K 0.05% 443

Other funds holding MCK

Sigma Planning Corp's MCK Position: Q1 2026 in Review

Sigma Planning Corp reduced its McKesson (MCK) stake by 3.8% in Q1 2026, selling an estimated $73.2K and leaving 2,056 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #370.

Sigma Planning Corp first reported a position in MCK in Q1 2015 and has held it in 35 quarters since. The position peaked at $1.82M in Q4 2022. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Sigma Planning Corp held 2,056 shares of McKesson worth $1.78M as of Q1 2026.
  • Sigma Planning Corp sold 82 McKesson shares in Q1 2026, an estimated $73.2K.
  • McKesson made up 0.05% of Sigma Planning Corp's portfolio in Q1 2026, its #370 holding.
  • Sigma Planning Corp first reported a position in McKesson in Q1 2015 and has held it in 35 quarters since.
  • Sigma Planning Corp's McKesson position peaked at $1.82M in Q4 2022.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.