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Compass Financial Services’s McKesson MCK Stock Holding History

Compass 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 		– Sell
-6
Closed -$4.4K – 345
2025
Q2 		$4.4K Hold
6
– – ﹤0.01% 242
2025
Q1 		$4.04K Buy
+6
New +$3.71K ﹤0.01% 244

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

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

Compass Financial Services sold out of McKesson (MCK) in Q3 2025, closing a stake of 6 shares — an estimated $4.4K sold.

Compass Financial Services first reported a position in MCK in Q1 2025 and held it in 2 quarters. The position peaked at $4.4K in Q2 2025. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Compass Financial Services reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
  • Compass Financial Services sold 6 McKesson shares in Q3 2025, an estimated $4.4K.
  • Compass Financial Services first reported a position in McKesson in Q1 2025 and held it in 2 quarters.
  • Compass Financial Services's McKesson position peaked at $4.4K in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Compass Financial Services's 13F filing for Q3 2025, filed 4 Nov 2025.