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Dakota Wealth Management’s McKesson MCK Stock Holding History

Dakota Wealth Management’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 		$619K Sell
819
-29
-3% -$23K 0.01% 535
2026
Q1 		$734K Sell
848
-167
-16% -$149K 0.02% 463
2025
Q4 		$833K Buy
1,015
+258
+34% +$211K 0.01% 441
2025
Q3 		$585K Sell
757
-17,691
-96% -$12.5M 0.01% 451
2025
Q2 		$13.5M Buy
18,448
+16,933
+1,118% +$11.9M 0.28% 70
2025
Q1 		$1.02M Sell
1,515
-67
-4% -$41.4K 0.02% 368
2024
Q4 		$902K Buy
1,582
+43
+3% +$24.1K 0.02% 386
2024
Q3 		$761K Buy
1,539
+128
+9% +$71.3K 0.02% 421
2024
Q2 		$824K Sell
1,411
-1
-0.1% -$557 0.02% 408
2024
Q1 		$758K Sell
1,412
-106
-7% -$53.8K 0.02% 421
2023
Q4 		$703K Buy
1,518
+228
+18% +$104K 0.03% 369
2023
Q3 		$561K Buy
1,290
+251
+24% +$106K 0.02% 383
2023
Q2 		$444K Buy
1,039
+42
+4% +$16.1K 0.02% 404
2023
Q1 		$355K Sell
997
-32
-3% -$11.6K 0.02% 429
2022
Q4 		$386K Buy
+1,029
New +$384K 0.03% 401

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

Dakota Wealth Management's MCK Position: Q2 2026 in Review

Dakota Wealth Management reduced its McKesson (MCK) stake by 3.4% in Q2 2026, selling an estimated $23K and leaving 819 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #535.

Dakota Wealth Management first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.5M in Q2 2025. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Dakota Wealth Management held 819 shares of McKesson worth $619K as of Q2 2026.
  • Dakota Wealth Management sold 29 McKesson shares in Q2 2026, an estimated $23K.
  • McKesson made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #535 holding.
  • Dakota Wealth Management first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
  • Dakota Wealth Management's McKesson position peaked at $13.5M in Q2 2025.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.