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Tanglewood Legacy Advisors’s McKesson MCK Stock Holding History

Tanglewood Legacy Advisors’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 		$30.2K Hold
40
– – 0.01% 190
2026
Q1 		$34.6K Hold
40
– – 0.01% 181
2025
Q4 		$32.8K Hold
40
– – 0.01% 188
2025
Q3 		$30.9K Hold
40
– – 0.01% 200
2025
Q2 		$29.3K Hold
40
– – 0.01% 201
2025
Q1 		$26.9K Hold
40
– – 0.01% 208
2024
Q4 		$22.8K Hold
40
– – 0.01% 218
2024
Q3 		$19.8K Hold
40
– – 0.01% 214
2024
Q2 		$23.4K Hold
40
– – 0.01% 204
2024
Q1 		$21.5K Hold
40
– – 0.01% 217
2023
Q4 		$18.5K Hold
40
– – 0.01% 217
2023
Q3 		$17.4K Hold
40
– – 0.01% 221
2023
Q2 		$17.1K Hold
40
– – 0.01% 225
2023
Q1 		$14.2K Hold
40
– – 0.01% 225
2022
Q4 		$15K Buy
+40
New +$14.9K 0.01% 195

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 $3.37T AUM 44.26% 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

Tanglewood Legacy Advisors's MCK Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its McKesson (MCK) position steady in Q2 2026 at 40 shares worth $30.2K. The position accounts for 0.01% of the portfolio, ranked #190.

Tanglewood Legacy Advisors first reported a position in MCK in Q4 2022 and has held it in 15 quarters since. The position peaked at $34.6K in Q1 2026. 2,018 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Tanglewood Legacy Advisors held 40 shares of McKesson worth $30.2K as of Q2 2026.
  • Tanglewood Legacy Advisors left its McKesson share count unchanged in Q2 2026.
  • McKesson made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #190 holding.
  • Tanglewood Legacy Advisors first reported a position in McKesson in Q4 2022 and has held it in 15 quarters since.
  • Tanglewood Legacy Advisors's McKesson position peaked at $34.6K in Q1 2026.
  • 2,018 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.