Briaud Financial Planning’s McKesson MCK Stock Holding History

Briaud Financial Planning’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	-26	Closed	-$19K	–	216
2025 Q2	$19K	Buy	+26	New	+$18.3K	0.01%	177

Other funds holding MCK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Briaud Financial Planning's MCK Position: Q3 2025 in Review

Briaud Financial Planning sold out of McKesson (MCK) in Q3 2025, closing a stake of 26 shares — an estimated $19K sold.

Briaud Financial Planning first reported a position in MCK in Q2 2025 and held it in 1 quarter. The position peaked at $19K in Q2 2025. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

Briaud Financial Planning reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 26 McKesson shares in Q3 2025, an estimated $19K.
Briaud Financial Planning first reported a position in McKesson in Q2 2025 and held it in 1 quarter.
Briaud Financial Planning's McKesson position peaked at $19K in Q2 2025.
1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.