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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
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 $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

Dynasty Wealth Management's MCK Position: Q1 2026 in Review

Dynasty Wealth Management reduced its McKesson (MCK) stake by 2.2% in Q1 2026, selling an estimated $95.5K and leaving 4,679 shares worth $4.05M. The position accounts for 0.04% of the portfolio, ranked #89.

Dynasty Wealth Management first reported a position in MCK in Q1 2024 and has held it in 9 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Dynasty Wealth Management held 4,679 shares of McKesson worth $4.05M as of Q1 2026.
  • Dynasty Wealth Management sold 107 McKesson shares in Q1 2026, an estimated $95.5K.
  • McKesson made up 0.04% of Dynasty Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Dynasty Wealth Management first reported a position in McKesson in Q1 2024 and has held it in 9 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.