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Dynasty Wealth Management’s McKesson MCK Stock Holding History

Dynasty 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 		$3.48M Sell
4,610
-69
-1% -$54.7K 0.03% 99
2026
Q1 		$4.05M Sell
4,679
-107
-2% -$95.5K 0.04% 89
2025
Q4 		$3.93M Buy
4,786
+501
+12% +$409K 0.04% 96
2025
Q3 		$3.31M Buy
4,285
+1,445
+51% +$1.02M 0.04% 84
2025
Q2 		$2.08M Sell
2,840
-313
-10% -$221K 0.04% 78
2025
Q1 		$2.12M Buy
3,153
+195
+7% +$121K 0.04% 83
2024
Q4 		$1.69M Buy
2,958
+515
+21% +$288K 0.03% 110
2024
Q3 		$1.21M Buy
2,443
+269
+12% +$150K 0.04% 122
2024
Q2 		$1.27M Buy
2,174
+151
+7% +$84.1K 0.04% 112
2024
Q1 		$1.09M Buy
+2,023
New +$1.03M 0.03% 119

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

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

Dynasty Wealth Management reduced its McKesson (MCK) stake by 1.5% in Q2 2026, selling an estimated $54.7K and leaving 4,610 shares worth $3.48M. The position accounts for 0.03% of the portfolio, ranked #99.

Dynasty Wealth Management first reported a position in MCK in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.05M in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Dynasty Wealth Management held 4,610 shares of McKesson worth $3.48M as of Q2 2026.
  • Dynasty Wealth Management sold 69 McKesson shares in Q2 2026, an estimated $54.7K.
  • McKesson made up 0.03% of Dynasty Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Dynasty Wealth Management first reported a position in McKesson in Q1 2024 and has held it in 10 quarters since.
  • Dynasty Wealth Management's McKesson position peaked at $4.05M in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.