LIS
MCK icon

Legacy Investment Solutions’s McKesson MCK Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$1.47K Buy
+2
New +$1.41K ﹤0.01% 554
2024
Q4 		$1.79K Buy
3
+1
+50% +$560 ﹤0.01% 511
2024
Q3 		$1.25K Buy
+2
New +$1.11K ﹤0.01% 527

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Investment Solutions's MCK Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in McKesson (MCK) in Q2 2025: 2 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MCK as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MCK in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.79K in Q4 2024. 1,789 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Legacy Investment Solutions held 2 shares of McKesson worth $1.47K as of Q2 2025.
  • McKesson was a new Legacy Investment Solutions position in Q2 2025.
  • McKesson made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #554 holding.
  • Legacy Investment Solutions first reported a position in McKesson in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's McKesson position peaked at $1.79K in Q4 2024.
  • 1,789 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.