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Obsidian Personal Planning Solutions’s McKesson MCK Stock Holding History

Obsidian Personal Planning Solutions’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 		$346K Buy
426
+12
+3% +$8.45K 0.12% 72
2025
Q2 		$303K Hold
414
– – 0.12% 76
2025
Q1 		$295K Hold
414
– – 0.13% 71
2024
Q4 		$246K Hold
414
– – 0.12% 83
2024
Q3 		$207K Hold
414
– – 0.11% 95
2024
Q2 		$242K Hold
414
– – 0.15% 79
2024
Q1 		$222K Buy
+414
New +$210K 0.15% 87

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Obsidian Personal Planning Solutions's MCK Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its McKesson (MCK) stake by 2.9% in Q3 2025, buying an estimated $8.45K and bringing the position to 426 shares worth $346K. The position accounts for 0.12% of the portfolio, ranked #72.

Obsidian Personal Planning Solutions first reported a position in MCK in Q1 2024 and has held it in 7 quarters since. 1,831 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

  • Obsidian Personal Planning Solutions held 426 shares of McKesson worth $346K as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 12 McKesson shares in Q3 2025, an estimated $8.45K.
  • McKesson made up 0.12% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #72 holding.
  • Obsidian Personal Planning Solutions first reported a position in McKesson in Q1 2024 and has held it in 7 quarters since.
  • 1,831 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.