Kerr Financial Planning’s Alcon ALC Stock Holding History

Kerr Financial Planning’s Portfolio ALC Stock Details ALC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-72	Closed	-$5.56K	–	509
2025 Q3	$5.56K	Buy	+72	New	+$6.01K	0.01%	415

Other funds holding ALC

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Kerr Financial Planning's ALC Position: Q4 2025 in Review

Kerr Financial Planning sold out of Alcon (ALC) in Q4 2025, closing a stake of 72 shares — an estimated $5.56K sold.

Kerr Financial Planning first reported a position in ALC in Q3 2025 and held it in 1 quarter. The position peaked at $5.56K in Q3 2025. 657 funds tracked by Wall St. Rank hold ALC as of Q4 2025.

Kerr Financial Planning reported no remaining Alcon position as of Q4 2025 after selling out during the quarter.
Kerr Financial Planning sold 72 Alcon shares in Q4 2025, an estimated $5.56K.
Kerr Financial Planning first reported a position in Alcon in Q3 2025 and held it in 1 quarter.
Kerr Financial Planning's Alcon position peaked at $5.56K in Q3 2025.
657 funds tracked by Wall St. Rank held Alcon as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.