BankPlus Trust Department’s McKesson MCK Stock Holding History

BankPlus Trust Department’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	-5	Closed	-$3.37K	–	466
2025 Q1	$3.37K	Buy	+5	New	+$3.09K	﹤0.01%	421

Other funds holding MCK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BankPlus Trust Department's MCK Position: Q2 2025 in Review

BankPlus Trust Department sold out of McKesson (MCK) in Q2 2025, closing a stake of 5 shares — an estimated $3.37K sold.

BankPlus Trust Department first reported a position in MCK in Q1 2025 and held it in 1 quarter. The position peaked at $3.37K in Q1 2025. 1,790 funds tracked by Wall St. Rank hold MCK as of Q2 2025.

BankPlus Trust Department reported no remaining McKesson position as of Q2 2025 after selling out during the quarter.
BankPlus Trust Department sold 5 McKesson shares in Q2 2025, an estimated $3.37K.
BankPlus Trust Department first reported a position in McKesson in Q1 2025 and held it in 1 quarter.
BankPlus Trust Department's McKesson position peaked at $3.37K in Q1 2025.
1,790 funds tracked by Wall St. Rank held McKesson as of Q2 2025.

Based on BankPlus Trust Department's 13F filing for Q2 2025, filed 23 Jul 2025.