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BCS Wealth Management’s McKesson MCK Stock Holding History

BCS Wealth Management’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
-437
Closed -$320K – 262
2025
Q2 		$320K Buy
+437
New +$308K 0.07% 198
2022
Q1 		– Sell
-1,359
Closed -$338K – 202
2021
Q4 		$338K Buy
+1,359
New +$298K 0.12% 145

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

BCS Wealth Management's MCK Position: Q3 2025 in Review

BCS Wealth Management sold out of McKesson (MCK) in Q3 2025, closing a stake of 437 shares — an estimated $320K sold.

BCS Wealth Management first reported a position in MCK in Q4 2021 and held it in 2 quarters. The position peaked at $338K in Q4 2021. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • BCS Wealth Management reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
  • BCS Wealth Management sold 437 McKesson shares in Q3 2025, an estimated $320K.
  • BCS Wealth Management first reported a position in McKesson in Q4 2021 and held it in 2 quarters.
  • BCS Wealth Management's McKesson position peaked at $338K in Q4 2021.
  • 1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on BCS Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.