Burling Wealth Partners’s McKesson MCK Stock Holding History

Burling Wealth Partners’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	-300	Closed	-$220K	–	183
2025 Q2	$220K	Hold	300	–	–	0.04%	170
2025 Q1	$202K	Buy	+300	New	+$185K	0.04%	165

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

Burling Wealth Partners's MCK Position: Q3 2025 in Review

Burling Wealth Partners sold out of McKesson (MCK) in Q3 2025, closing a stake of 300 shares — an estimated $220K sold.

Burling Wealth Partners first reported a position in MCK in Q1 2025 and held it in 2 quarters. The position peaked at $220K in Q2 2025. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

Burling Wealth Partners reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
Burling Wealth Partners sold 300 McKesson shares in Q3 2025, an estimated $220K.
Burling Wealth Partners first reported a position in McKesson in Q1 2025 and held it in 2 quarters.
Burling Wealth Partners's McKesson position peaked at $220K in Q2 2025.
1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Burling Wealth Partners's 13F filing for Q3 2025, filed 7 Nov 2025.