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D.L. Carlson Investment Group’s McKesson MCK Stock Holding History

D.L. Carlson Investment Group’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 		$3.42M Sell
4,522
-22
-0.5% -$17.4K 0.54% 51
2026
Q1 		$3.93M Buy
4,544
+79
+2% +$70.5K 0.68% 38
2025
Q4 		$3.66M Buy
4,465
+1,639
+58% +$1.34M 0.62% 41
2025
Q3 		$2.18M Buy
+2,826
New +$1.99M 0.37% 72

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

D.L. Carlson Investment Group's MCK Position: Q2 2026 in Review

D.L. Carlson Investment Group reduced its McKesson (MCK) stake by 0.48% in Q2 2026, selling an estimated $17.4K and leaving 4,522 shares worth $3.42M. The position accounts for 0.54% of the portfolio, ranked #51.

D.L. Carlson Investment Group first reported a position in MCK in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.93M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • D.L. Carlson Investment Group held 4,522 shares of McKesson worth $3.42M as of Q2 2026.
  • D.L. Carlson Investment Group sold 22 McKesson shares in Q2 2026, an estimated $17.4K.
  • McKesson made up 0.54% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #51 holding.
  • D.L. Carlson Investment Group first reported a position in McKesson in Q3 2025 and has held it in 4 quarters since.
  • D.L. Carlson Investment Group's McKesson position peaked at $3.93M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.