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Legacy Wealth Management (Idaho)’s McKesson MCK Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-5
Closed -$4.33K – 632
2026
Q1 		$4.33K Hold
5
– – ﹤0.01% 643
2025
Q4 		$4.1K Buy
5
+3
+150% +$2.45K ﹤0.01% 566
2025
Q3 		$1.55K Hold
2
– – ﹤0.01% 576
2025
Q2 		$1.47K Sell
2
-1
-33% -$706 ﹤0.01% 554
2025
Q1 		$2.02K Hold
3
– – ﹤0.01% 536
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

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 $3.38T AUM 44.17% 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 Wealth Management (Idaho)'s MCK Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of McKesson (MCK) in Q2 2026, closing a stake of 5 shares — an estimated $4.33K sold.

Legacy Wealth Management (Idaho) first reported a position in MCK in Q3 2024 and held it in 7 quarters. The position peaked at $4.33K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining McKesson position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 5 McKesson shares in Q2 2026, an estimated $4.33K.
  • Legacy Wealth Management (Idaho) first reported a position in McKesson in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s McKesson position peaked at $4.33K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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