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Legacy Capital Wealth Management’s McKesson MCK Stock Holding History

Legacy Capital 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 		$3.25M Buy
4,306
+612
+17% +$485K 1.49% 34
2026
Q1 		$3.2M Buy
3,694
+142
+4% +$127K 1.84% 21
2025
Q4 		$2.91M Buy
+3,552
New +$2.9M 1.76% 23
2024
Q4 		$1.46M Buy
+2,570
New +$1.44M 1.45% 24

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

Legacy Capital Wealth Management's MCK Position: Q2 2026 in Review

Legacy Capital Wealth Management increased its McKesson (MCK) stake by 17% in Q2 2026, buying an estimated $485K and bringing the position to 4,306 shares worth $3.25M. The position accounts for 1.49% of the portfolio, ranked #34.

Legacy Capital Wealth Management first reported a position in MCK in Q4 2024 and has held it in 4 quarters since. 2,006 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Legacy Capital Wealth Management held 4,306 shares of McKesson worth $3.25M as of Q2 2026.
  • Legacy Capital Wealth Management bought 612 McKesson shares in Q2 2026, an estimated $485K.
  • McKesson made up 1.49% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Legacy Capital Wealth Management first reported a position in McKesson in Q4 2024 and has held it in 4 quarters since.
  • 2,006 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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