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Legal Advantage Investments’s McKesson MCK Stock Holding History

Legal Advantage Investments’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 		– Sell
-1,201
Closed -$808K – 100
2025
Q1 		$808K Hold
1,201
– – 0.44% 55
2024
Q4 		$684K Hold
1,201
– – 0.36% 63
2024
Q3 		$594K Sell
1,201
-30
-2% -$16.7K 0.33% 68
2024
Q2 		$719K Hold
1,231
– – 0.41% 57
2024
Q1 		$661K Hold
1,231
– – 0.37% 59
2023
Q4 		$570K Sell
1,231
-25
-2% -$11.4K 0.34% 63
2023
Q3 		$546K Hold
1,256
– – 0.39% 59
2023
Q2 		$537K Sell
1,256
-25
-2% -$9.61K 0.36% 65
2023
Q1 		$456K Hold
1,281
– – 0.33% 64
2022
Q4 		$481K Buy
1,281
+1
+0.1% +$373 0.4% 58
2022
Q3 		$435K Buy
+1,280
New +$444K 0.41% 55

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 $315B AUM 27.84% 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

Legal Advantage Investments's MCK Position: Q2 2025 in Review

Legal Advantage Investments sold out of McKesson (MCK) in Q2 2025, closing a stake of 1,201 shares — an estimated $808K sold.

Legal Advantage Investments first reported a position in MCK in Q3 2022 and held it in 11 quarters. The position peaked at $808K in Q1 2025. 1,790 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

  • Legal Advantage Investments reported no remaining McKesson position as of Q2 2025 after selling out during the quarter.
  • Legal Advantage Investments sold 1,201 McKesson shares in Q2 2025, an estimated $808K.
  • Legal Advantage Investments first reported a position in McKesson in Q3 2022 and held it in 11 quarters.
  • Legal Advantage Investments's McKesson position peaked at $808K in Q1 2025.
  • 1,790 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on Legal Advantage Investments's 13F filing for Q2 2025, filed 25 Jul 2025.