Dogwood Wealth Management’s McKesson MCK Stock Holding History

Dogwood 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	$11.3K	Buy	15 +9	+150%	+$7.14K	﹤0.01%	356
2026 Q1	$5.19K	Hold	6	–	–	﹤0.01%	468
2025 Q4	$4.93K	Buy	6 +3	+100%	+$2.45K	﹤0.01%	423
2025 Q3	$2.32K	Hold	3	–	–	﹤0.01%	508
2025 Q2	$2.17K	Hold	3	–	–	﹤0.01%	555
2025 Q1	$2.02K	Buy	+3	New	+$1.85K	﹤0.01%	338
2024 Q3	–	Hold	0	–	–	–	280
2024 Q2	–	Hold	0	–	–	–	301
2024 Q1	–	Hold	0	–	–	–	292
2023 Q4	–	Hold	0	–	–	–	282

Other funds holding MCK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Dogwood Wealth Management increased its McKesson (MCK) stake by 150% in Q2 2026, buying an estimated $7.14K and bringing the position to 15 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Dogwood Wealth Management first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. 526 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Dogwood Wealth Management held 15 shares of McKesson worth $11.3K as of Q2 2026.
Dogwood Wealth Management bought 9 McKesson shares in Q2 2026, an estimated $7.14K.
McKesson made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #356 holding.
Dogwood Wealth Management first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
526 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.