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Legacy Capital Group California’s McKesson MCK Stock Holding History

Legacy Capital Group California’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
2024
Q4 		– Sell
-2,123
Closed -$1.05M – 350
2024
Q3 		$1.05M Sell
2,123
-185
-8% -$103K 0.35% 65
2024
Q2 		$1.35M Sell
2,308
-206
-8% -$115K 0.49% 45
2024
Q1 		$1.35M Buy
2,514
+26
+1% +$13.2K 0.5% 46
2023
Q4 		$1.15M Buy
2,488
+109
+5% +$49.6K 0.45% 42
2023
Q3 		$1.03M Buy
2,379
+180
+8% +$75.9K 0.44% 50
2023
Q2 		$940K Buy
2,199
+31
+1% +$11.9K 0.39% 65
2023
Q1 		$772K Buy
+2,168
New +$783K 0.38% 78

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Capital Group California's MCK Position: Q4 2024 in Review

Legacy Capital Group California sold out of McKesson (MCK) in Q4 2024, closing a stake of 2,123 shares — an estimated $1.05M sold.

Legacy Capital Group California first reported a position in MCK in Q1 2023 and held it in 7 quarters. The position peaked at $1.35M in Q1 2024. 1,668 funds tracked by Wall St. Rank hold MCK as of Q4 2024.

  • Legacy Capital Group California reported no remaining McKesson position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 2,123 McKesson shares in Q4 2024, an estimated $1.05M.
  • Legacy Capital Group California first reported a position in McKesson in Q1 2023 and held it in 7 quarters.
  • Legacy Capital Group California's McKesson position peaked at $1.35M in Q1 2024.
  • 1,668 funds tracked by Wall St. Rank held McKesson as of Q4 2024.

Based on Legacy Capital Group California's 13F filing for Q4 2024, filed 3 Feb 2025.