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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
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 $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

Wealth Dimensions Group's MCK Position: Q1 2026 in Review

Wealth Dimensions Group increased its McKesson (MCK) stake by 2.1% in Q1 2026, buying an estimated $5.36K and bringing the position to 296 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #148.

Wealth Dimensions Group first reported a position in MCK in Q2 2025 and has held it in 4 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Wealth Dimensions Group held 296 shares of McKesson worth $256K as of Q1 2026.
  • Wealth Dimensions Group bought 6 McKesson shares in Q1 2026, an estimated $5.36K.
  • McKesson made up 0.05% of Wealth Dimensions Group's portfolio in Q1 2026, its #148 holding.
  • Wealth Dimensions Group first reported a position in McKesson in Q2 2025 and has held it in 4 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.