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Bard Financial Services’s McKesson MCK Stock Holding History

Bard Financial Services’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 		$232K Sell
300
-50
-14% -$35.2K 0.03% 186
2025
Q2 		$256K Hold
350
– – 0.03% 182
2025
Q1 		$236K Buy
+350
New +$216K 0.03% 188
2024
Q3 		– Sell
-375
Closed -$219K – 224
2024
Q2 		$219K Hold
375
– – 0.02% 200
2024
Q1 		$201K Buy
+375
New +$190K 0.02% 210

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bard Financial Services's MCK Position: Q3 2025 in Review

Bard Financial Services reduced its McKesson (MCK) stake by 14% in Q3 2025, selling an estimated $35.2K and leaving 300 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #186.

Bard Financial Services first reported a position in MCK in Q1 2024 and has held it in 5 quarters since. The position peaked at $256K in Q2 2025. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Bard Financial Services held 300 shares of McKesson worth $232K as of Q3 2025.
  • Bard Financial Services sold 50 McKesson shares in Q3 2025, an estimated $35.2K.
  • McKesson made up 0.03% of Bard Financial Services's portfolio in Q3 2025, its #186 holding.
  • Bard Financial Services first reported a position in McKesson in Q1 2024 and has held it in 5 quarters since.
  • Bard Financial Services's McKesson position peaked at $256K in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.