LCWP
MCK icon

Legacy Capital Wealth Partners’s McKesson MCK Stock Holding History

Legacy Capital Wealth Partners’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 		$1.02M Buy
1,349
+67
+5% +$53.1K 0.2% 102
2026
Q1 		$1.11M Buy
1,282
+239
+23% +$213K 0.23% 97
2025
Q4 		$856K Buy
1,043
+130
+14% +$106K 0.18% 118
2025
Q3 		$705K Buy
913
+77
+9% +$54.2K 0.15% 145
2025
Q2 		$612K Buy
836
+46
+6% +$32.5K 0.14% 156
2025
Q1 		$532K Buy
790
+72
+10% +$44.5K 0.13% 172
2024
Q4 		$409K Sell
718
-567
-44% -$318K 0.1% 213
2024
Q3 		$636K Buy
1,285
+593
+86% +$330K 0.13% 150
2024
Q2 		$404K Sell
692
-1,957
-74% -$1.09M 0.1% 196
2024
Q1 		$953K Buy
2,649
+2,083
+368% +$1.06M 0.68% 46
2023
Q4 		$262K Sell
566
-62
-10% -$28.2K 0.07% 238
2023
Q3 		$273K Sell
628
-88
-12% -$37.1K 0.07% 222
2023
Q2 		$306K Buy
+716
New +$275K 0.25% 36

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 Partners's MCK Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its McKesson (MCK) stake by 5.2% in Q2 2026, buying an estimated $53.1K and bringing the position to 1,349 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #102.

Legacy Capital Wealth Partners first reported a position in MCK in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.11M in Q1 2026. 2,010 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Legacy Capital Wealth Partners held 1,349 shares of McKesson worth $1.02M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 67 McKesson shares in Q2 2026, an estimated $53.1K.
  • McKesson made up 0.2% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #102 holding.
  • Legacy Capital Wealth Partners first reported a position in McKesson in Q2 2023 and has held it in 13 quarters since.
  • Legacy Capital Wealth Partners's McKesson position peaked at $1.11M in Q1 2026.
  • 2,010 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.