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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dynamic Wealth Strategies's MCK Position: Q1 2026 in Review

Dynamic Wealth Strategies increased its McKesson (MCK) stake by 15% in Q1 2026, buying an estimated $8.93K and bringing the position to 75 shares worth $64.9K. The position accounts for 0.04% of the portfolio, ranked #135.

Dynamic Wealth Strategies first reported a position in MCK in Q1 2025 and has held it in 5 quarters since. The position peaked at $116K in Q1 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Dynamic Wealth Strategies held 75 shares of McKesson worth $64.9K as of Q1 2026.
  • Dynamic Wealth Strategies bought 10 McKesson shares in Q1 2026, an estimated $8.93K.
  • McKesson made up 0.04% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #135 holding.
  • Dynamic Wealth Strategies first reported a position in McKesson in Q1 2025 and has held it in 5 quarters since.
  • Dynamic Wealth Strategies's McKesson position peaked at $116K in Q1 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.