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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s MCK Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its McKesson (MCK) position steady in Q1 2026 at 5 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Legacy Wealth Management (Idaho) first reported a position in MCK in Q3 2024 and has held it in 7 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 5 shares of McKesson worth $4.33K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its McKesson share count unchanged in Q1 2026.
  • McKesson made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #643 holding.
  • Legacy Wealth Management (Idaho) first reported a position in McKesson in Q3 2024 and has held it in 7 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.