DWM
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Drive Wealth Management’s McKesson MCK Stock Holding History

Drive 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 		$565K Sell
746
-21
-3% -$16.6K 0.1% 162
2026
Q1 		$664K Buy
767
+11
+1% +$9.82K 0.14% 127
2025
Q4 		$621K Buy
756
+13
+2% +$10.6K 0.12% 140
2025
Q3 		$574K Buy
743
+3
+0.4% +$2.11K 0.12% 145
2025
Q2 		$543K Buy
740
+31
+4% +$21.9K 0.12% 150
2025
Q1 		$478K Sell
709
-8
-1% -$4.95K 0.11% 142
2024
Q4 		$409K Sell
717
-239
-25% -$134K 0.1% 161
2024
Q3 		$473K Sell
956
-22
-2% -$12.3K 0.12% 136
2024
Q2 		$572K Buy
978
+27
+3% +$15K 0.15% 113
2024
Q1 		$511K Sell
951
-1
-0.1% -$508 0.14% 127
2023
Q4 		$441K Buy
952
+39
+4% +$17.7K 0.14% 132
2023
Q3 		$398K Buy
913
+78
+9% +$32.9K 0.15% 134
2023
Q2 		$357K Buy
835
+59
+8% +$22.7K 0.13% 150
2023
Q1 		$277K Buy
776
+72
+10% +$26K 0.12% 191
2022
Q4 		$265K Buy
+704
New +$263K 0.13% 177

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 $3.38T AUM 44.17% 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

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

Drive Wealth Management reduced its McKesson (MCK) stake by 2.7% in Q2 2026, selling an estimated $16.6K and leaving 746 shares worth $565K. The position accounts for 0.1% of the portfolio, ranked #162.

Drive Wealth Management first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $664K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Drive Wealth Management held 746 shares of McKesson worth $565K as of Q2 2026.
  • Drive Wealth Management sold 21 McKesson shares in Q2 2026, an estimated $16.6K.
  • McKesson made up 0.1% of Drive Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Drive Wealth Management first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
  • Drive Wealth Management's McKesson position peaked at $664K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.