Dana Investment Advisors’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 | $17.9M | Sell |
20,629
-1,775
| -8% | -$1.58M | 0.53% | 35 |
|
|
2025
Q4 | $18.4M | Sell |
22,404
-868
| -4% | -$708K | 0.53% | 37 |
|
|
2025
Q3 | $18M | Buy |
23,272
+928
| +4% | +$654K | 0.53% | 37 |
|
|
2025
Q2 | $16.4M | Sell |
22,344
-4,565
| -17% | -$3.22M | 0.54% | 37 |
|
|
2025
Q1 | $18.1M | Buy |
26,909
+987
| +4% | +$610K | 0.65% | 32 |
|
|
2024
Q4 | $14.8M | Sell |
25,922
-2,319
| -8% | -$1.3M | 0.49% | 41 |
|
|
2024
Q3 | $14M | Sell |
28,241
-908
| -3% | -$506K | 0.46% | 47 |
|
|
2024
Q2 | $17M | Sell |
29,149
-2,062
| -7% | -$1.15M | 0.57% | 39 |
|
|
2024
Q1 | $16.8M | Sell |
31,211
-856
| -3% | -$435K | 0.56% | 40 |
|
|
2023
Q4 | $14.8M | Sell |
32,067
-3,165
| -9% | -$1.44M | 0.72% | 41 |
|
|
2023
Q3 | $15.3M | Sell |
35,232
-2,031
| -5% | -$856K | 0.78% | 40 |
|
|
2023
Q2 | $15.9M | Sell |
37,263
-4,071
| -10% | -$1.56M | 0.78% | 41 |
|
|
2023
Q1 | $14.7M | Sell |
41,334
-1,728
| -4% | -$624K | 0.75% | 43 |
|
|
2022
Q4 | $16.2M | Buy |
43,062
+1,662
| +4% | +$620K | 0.85% | 44 |
|
|
2022
Q3 | $14.1M | Buy |
41,400
+39,775
| +2,448% | +$13.8M | 0.8% | 44 |
|
|
2022
Q2 | $530K | Buy |
+1,625
| New | +$520K | 0.03% | 298 |
|
|
2018
Q1 | – | Sell |
-11,039
| Closed | -$1.72M | – | 283 |
|
|
2017
Q4 | $1.72M | Sell |
11,039
-5,207
| -32% | -$771K | 0.07% | 194 |
|
|
2017
Q3 | $2.5M | Sell |
16,246
-430
| -3% | -$67.1K | 0.12% | 141 |
|
|
2017
Q2 | $2.74M | Buy |
+16,676
| New | +$2.53M | 0.13% | 128 |
|
|
2016
Q1 | – | Sell |
-18,751
| Closed | -$18.8K | – | 289 |
|
|
2015
Q4 | $18.8K | Sell |
18,751
-126,272
| -87% | -$23.8M | 0.91% | 45 |
|
|
2015
Q3 | $26.8M | Buy |
145,023
+7,739
| +6% | +$1.64M | 1.26% | 33 |
|
|
2015
Q2 | $30.9M | Sell |
137,284
-7,036
| -5% | -$1.63M | 1.45% | 22 |
|
|
2015
Q1 | $32.6M | Sell |
144,320
-5,936
| -4% | -$1.32M | 1.59% | 16 |
|
|
2014
Q4 | $31.2M | Buy |
150,256
+13,293
| +10% | +$2.7M | 1.26% | 30 |
|
|
2014
Q3 | $26.7M | Buy |
136,963
+689
| +0.5% | +$133K | 1.54% | 17 |
|
|
2014
Q2 | $25.4M | Sell |
136,274
-721
| -0.5% | -$128K | 1.48% | 19 |
|
|
2014
Q1 | $24.2M | Buy |
136,995
+3,166
| +2% | +$553K | 1.52% | 16 |
|
|
2013
Q4 | $21.6M | Buy |
133,829
+118,401
| +767% | +$18.2M | 1.39% | 22 |
|
|
2013
Q3 | $1.98M | Buy |
15,428
+2,577
| +20% | +$317K | 0.14% | 113 |
|
|
2013
Q2 | $1.47M | Buy |
+12,851
| New | +$1.43M | 0.11% | 129 |
|
Other funds holding MCK
VCM
VPM
Dana Investment Advisors's MCK Position: Q1 2026 in Review
Dana Investment Advisors reduced its McKesson (MCK) stake by 7.9% in Q1 2026, selling an estimated $1.58M and leaving 20,629 shares worth $17.9M. The position accounts for 0.53% of the portfolio, ranked #35.
Dana Investment Advisors first reported a position in MCK in Q2 2013 and has held it in 30 quarters since. The position peaked at $32.6M in Q1 2015. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Dana Investment Advisors held 20,629 shares of McKesson worth $17.9M as of Q1 2026.
- Dana Investment Advisors sold 1,775 McKesson shares in Q1 2026, an estimated $1.58M.
- McKesson made up 0.53% of Dana Investment Advisors's portfolio in Q1 2026, its #35 holding.
- Dana Investment Advisors first reported a position in McKesson in Q2 2013 and has held it in 30 quarters since.
- Dana Investment Advisors's McKesson position peaked at $32.6M in Q1 2015.
- 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.