Dmitry Balyasny’s McKesson MCK Stock Holding History

Dmitry Balyasny’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	$3.7M	Sell	4,900 -100	-2%	-$79.3K	﹤0.01%	1513
2026 Q1	$4.33M	Buy	+5,000	New	+$4.46M	0.01%	1423
2025 Q2	–	Sell	-2,500	Closed	-$1.68M	–	3142
2025 Q1	$1.68M	Hold	2,500	–	–	﹤0.01%	1782
2024 Q4	$1.42M	Hold	2,500	–	–	﹤0.01%	1797
2024 Q3	$1.24M	Buy	+2,500	New	+$1.39M	﹤0.01%	1878
2023 Q4	–	Sell	-21,900	Closed	-$9.52M	–	2731
2023 Q3	$9.52M	Hold	21,900	–	–	0.02%	859
2023 Q2	$9.36M	Hold	21,900	–	–	0.02%	815
2023 Q1	$7.8M	Hold	21,900	–	–	0.02%	878
2022 Q4	$8.22M	Buy	21,900 +13,200	+152%	+$4.92M	0.02%	817
2022 Q3	$2.96M	Buy	8,700 +6,500	+295%	+$2.26M	0.01%	1287
2022 Q2	$718K	Buy	+2,200	New	+$704K	﹤0.01%	1872

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dmitry Balyasny's MCK Position: Q2 2026 in Review

Dmitry Balyasny reduced its McKesson (MCK) stake by 95% in Q2 2026, selling an estimated $39.8M and leaving 2,737 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Dmitry Balyasny first reported a position in MCK in Q2 2013 and has held it in 36 quarters since. The position peaked at $96.2M in Q3 2023. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Dmitry Balyasny held 2,737 shares of McKesson worth $2.07M as of Q2 2026.
Dmitry Balyasny sold 50,167 McKesson shares in Q2 2026, an estimated $39.8M.
McKesson made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1800 holding.
Dmitry Balyasny first reported a position in McKesson in Q2 2013 and has held it in 36 quarters since.
Dmitry Balyasny's McKesson position peaked at $96.2M in Q3 2023.
1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.