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Dynamic Wealth Strategies’s McKesson MCK Stock Holding History

Dynamic Wealth Strategies’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 		$58.2K Buy
77
+2
+3% +$1.59K 0.03% 146
2026
Q1 		$64.9K Buy
75
+10
+15% +$8.93K 0.04% 135
2025
Q4 		$53.3K Sell
65
-6
-8% -$4.9K 0.03% 136
2025
Q3 		$54.9K Sell
71
-73
-51% -$51.4K 0.04% 127
2025
Q2 		$106K Sell
144
-28
-16% -$19.8K 0.08% 97
2025
Q1 		$116K Buy
+172
New +$106K 0.1% 98

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 $3.37T AUM 44.26% 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

Dynamic Wealth Strategies's MCK Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its McKesson (MCK) stake by 2.7% in Q2 2026, buying an estimated $1.59K and bringing the position to 77 shares worth $58.2K. The position accounts for 0.03% of the portfolio, ranked #146.

Dynamic Wealth Strategies first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $116K in Q1 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Dynamic Wealth Strategies held 77 shares of McKesson worth $58.2K as of Q2 2026.
  • Dynamic Wealth Strategies bought 2 McKesson shares in Q2 2026, an estimated $1.59K.
  • McKesson made up 0.03% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #146 holding.
  • Dynamic Wealth Strategies first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
  • Dynamic Wealth Strategies's McKesson position peaked at $116K in Q1 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.