Dean Investment Associates’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 | $1.36M | Sell |
1,568
-109
| -6% | -$97.3K | 0.19% | 149 |
|
|
2025
Q4 | $1.38M | Sell |
1,677
-41
| -2% | -$33.5K | 0.2% | 162 |
|
|
2025
Q3 | $1.33M | Sell |
1,718
-30
| -2% | -$21.1K | 0.19% | 168 |
|
|
2025
Q2 | $1.28M | Sell |
1,748
-326
| -16% | -$230K | 0.19% | 171 |
|
|
2025
Q1 | $1.4M | Sell |
2,074
-33
| -2% | -$20.4K | 0.21% | 173 |
|
|
2024
Q4 | $1.2M | Sell |
2,107
-173
| -8% | -$96.9K | 0.17% | 183 |
|
|
2024
Q3 | $1.13M | Sell |
2,280
-131
| -5% | -$72.9K | 0.15% | 188 |
|
|
2024
Q2 | $1.41M | Sell |
2,411
-225
| -9% | -$125K | 0.2% | 177 |
|
|
2024
Q1 | $1.42M | Sell |
2,636
-1,611
| -38% | -$818K | 0.19% | 175 |
|
|
2023
Q4 | $1.97M | Sell |
4,247
-1,283
| -23% | -$583K | 0.28% | 149 |
|
|
2023
Q3 | $2.4M | Sell |
5,530
-68
| -1% | -$28.7K | 0.39% | 97 |
|
|
2023
Q2 | $2.39M | Sell |
5,598
-1,162
| -17% | -$447K | 0.39% | 95 |
|
|
2023
Q1 | $2.41M | Sell |
6,760
-494
| -7% | -$178K | 0.38% | 99 |
|
|
2022
Q4 | $2.72M | Buy |
7,254
+14
| +0.2% | +$5.22K | 0.46% | 84 |
|
|
2022
Q3 | $2.46M | Sell |
7,240
-41
| -0.6% | -$14.2K | 0.5% | 79 |
|
|
2022
Q2 | $2.38M | Sell |
7,281
-5,602
| -43% | -$1.79M | 0.46% | 84 |
|
|
2022
Q1 | $3.94M | Sell |
12,883
-1,624
| -11% | -$442K | 0.71% | 40 |
|
|
2021
Q4 | $3.61M | Sell |
14,507
-430
| -3% | -$94.4K | 0.64% | 46 |
|
|
2021
Q3 | $2.98M | Sell |
14,937
-732
| -5% | -$146K | 0.56% | 62 |
|
|
2021
Q2 | $3M | Sell |
15,669
-227
| -1% | -$43.8K | 0.55% | 61 |
|
|
2021
Q1 | $3.1M | Sell |
15,896
-373
| -2% | -$68.1K | 0.58% | 54 |
|
|
2020
Q4 | $2.83M | Sell |
16,269
-898
| -5% | -$150K | 0.59% | 54 |
|
|
2020
Q3 | $2.56M | Sell |
17,167
-390
| -2% | -$59.2K | 0.61% | 51 |
|
|
2020
Q2 | $2.69M | Sell |
17,557
-441
| -2% | -$63.7K | 0.64% | 55 |
|
|
2020
Q1 | $2.43M | Buy |
17,998
+529
| +3% | +$77.5K | 0.52% | 85 |
|
|
2019
Q4 | $2.42M | Sell |
17,469
-14,431
| -45% | -$2.04M | 0.38% | 122 |
|
|
2019
Q3 | $4.36M | Sell |
31,900
-257
| -0.8% | -$36.5K | 0.64% | 63 |
|
|
2019
Q2 | $4.32M | Sell |
32,157
-252
| -0.8% | -$31.4K | 0.62% | 71 |
|
|
2019
Q1 | $3.79M | Buy |
32,409
+2,445
| +8% | +$302K | 0.55% | 85 |
|
|
2018
Q4 | $3.31M | Sell |
29,964
-2,829
| -9% | -$353K | 0.53% | 87 |
|
|
2018
Q3 | $4.35M | Buy |
32,793
+7,553
| +30% | +$985K | 0.61% | 74 |
|
|
2018
Q2 | $3.37M | Buy |
25,240
+2,399
| +11% | +$351K | 0.5% | 102 |
|
|
2018
Q1 | $3.22M | Sell |
22,841
-650
| -3% | -$101K | 0.48% | 103 |
|
|
2017
Q4 | $3.66M | Sell |
23,491
-136
| -0.6% | -$20.1K | 0.56% | 81 |
|
|
2017
Q3 | $3.63M | Sell |
23,627
-85
| -0.4% | -$13.3K | 0.55% | 77 |
|
|
2017
Q2 | $3.9M | Buy |
23,712
+81
| +0.3% | +$12.3K | 0.59% | 82 |
|
|
2017
Q1 | $3.5M | Buy |
+23,631
| New | +$3.46M | 0.59% | 86 |
|
|
2016
Q4 | – | Sell |
-4,192
| Closed | -$699K | – | 208 |
|
|
2016
Q3 | $699K | Sell |
4,192
-34
| -0.8% | -$6.34K | 0.13% | 142 |
|
|
2016
Q2 | $789K | Buy |
+4,226
| New | +$741K | 0.15% | 132 |
|
Other funds holding MCK
VCM
VPM
Dean Investment Associates's MCK Position: Q1 2026 in Review
Dean Investment Associates reduced its McKesson (MCK) stake by 6.5% in Q1 2026, selling an estimated $97.3K and leaving 1,568 shares worth $1.36M. The position accounts for 0.19% of the portfolio, ranked #149.
Dean Investment Associates first reported a position in MCK in Q2 2016 and has held it in 39 quarters since. The position peaked at $4.36M in Q3 2019. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Dean Investment Associates held 1,568 shares of McKesson worth $1.36M as of Q1 2026.
- Dean Investment Associates sold 109 McKesson shares in Q1 2026, an estimated $97.3K.
- McKesson made up 0.19% of Dean Investment Associates's portfolio in Q1 2026, its #149 holding.
- Dean Investment Associates first reported a position in McKesson in Q2 2016 and has held it in 39 quarters since.
- Dean Investment Associates's McKesson position peaked at $4.36M in Q3 2019.
- 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.