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Wealth Dimensions Group’s McKesson MCK Stock Holding History

Wealth Dimensions Group’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 		$202K Sell
267
-29
-10% -$23K 0.04% 176
2026
Q1 		$256K Buy
296
+6
+2% +$5.36K 0.05% 148
2025
Q4 		$238K Hold
290
– – 0.05% 148
2025
Q3 		$224K Hold
290
– – 0.05% 164
2025
Q2 		$213K Buy
+290
New +$205K 0.05% 163

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

Wealth Dimensions Group's MCK Position: Q2 2026 in Review

Wealth Dimensions Group reduced its McKesson (MCK) stake by 9.8% in Q2 2026, selling an estimated $23K and leaving 267 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #176.

Wealth Dimensions Group first reported a position in MCK in Q2 2025 and has held it in 5 quarters since. The position peaked at $256K in Q1 2026. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Wealth Dimensions Group held 267 shares of McKesson worth $202K as of Q2 2026.
  • Wealth Dimensions Group sold 29 McKesson shares in Q2 2026, an estimated $23K.
  • McKesson made up 0.04% of Wealth Dimensions Group's portfolio in Q2 2026, its #176 holding.
  • Wealth Dimensions Group first reported a position in McKesson in Q2 2025 and has held it in 5 quarters since.
  • Wealth Dimensions Group's McKesson position peaked at $256K in Q1 2026.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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