Leo Wealth LLC’s McKesson MCK Stock Holding History

Leo Wealth LLC’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 Q3	–	Sell	-300	Closed	-$220K	–	356
2025 Q2	$220K	Buy	+300	New	+$212K	0.02%	361
2024 Q3	–	Sell	-408	Closed	-$238K	–	357
2024 Q2	$238K	Buy	408 +11	+3%	+$6.12K	0.02%	300
2024 Q1	$213K	Buy	+397	New	+$202K	0.02%	311

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Leo Wealth LLC's MCK Position: Q3 2025 in Review

Leo Wealth LLC sold out of McKesson (MCK) in Q3 2025, closing a stake of 300 shares — an estimated $220K sold.

Leo Wealth LLC first reported a position in MCK in Q1 2024 and held it in 3 quarters. The position peaked at $238K in Q2 2024. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

Leo Wealth LLC reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
Leo Wealth LLC sold 300 McKesson shares in Q3 2025, an estimated $220K.
Leo Wealth LLC first reported a position in McKesson in Q1 2024 and held it in 3 quarters.
Leo Wealth LLC's McKesson position peaked at $238K in Q2 2024.
1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Leo Wealth LLC's 13F filing for Q3 2025, filed 14 Nov 2025.