Legacy Private Trust Co. Reduces McKesson Holdings

The institutional investor sold 1,255 shares of the healthcare services and distribution company in Q4 2025.

Mar. 22, 2026 at 10:42am

Legacy Private Trust Co. reduced its position in shares of McKesson Corporation (NYSE:MCK) by 9.7% in the fourth quarter, according to the company's recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,745 shares of the company's stock, valued at $9,634,000 at the end of the reporting period.

Why it matters

McKesson is a major player in the healthcare services and distribution industry, and changes in institutional ownership of the stock can provide insights into market sentiment and potential future performance.

The details

Legacy Private Trust Co. sold 1,255 shares of McKesson stock during the fourth quarter, reducing its total holdings to 11,745 shares. The company cited the stock's valuation and performance as reasons for the reduction in its position.

  • Legacy Private Trust Co. filed its 13F report for the fourth quarter of 2025.

The players

Legacy Private Trust Co.

An institutional investor that manages a portfolio of investments, including shares of McKesson Corporation.

McKesson Corporation

A global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products, and healthcare technology solutions.

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The takeaway

The reduction in Legacy Private Trust Co.'s McKesson holdings suggests that the institutional investor sees limited upside potential in the stock at current valuation levels, but the overall market sentiment towards McKesson remains positive as indicated by the company's Moderate Buy rating among analysts.