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Capital Investment Services of America’s McKesson MCK Stock Holding History

Capital Investment Services of America’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
Q4 		– Sell
-315
Closed -$243K – 84
2025
Q3 		$243K Hold
315
– – 0.02% 80
2025
Q2 		$231K Hold
315
– – 0.02% 80
2025
Q1 		$212K Buy
+315
New +$195K 0.02% 76

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 $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Services of America's MCK Position: Q4 2025 in Review

Capital Investment Services of America sold out of McKesson (MCK) in Q4 2025, closing a stake of 315 shares — an estimated $243K sold.

Capital Investment Services of America first reported a position in MCK in Q1 2025 and held it in 3 quarters. The position peaked at $243K in Q3 2025. 1,997 funds tracked by Wall St. Rank hold MCK as of Q4 2025.

  • Capital Investment Services of America reported no remaining McKesson position as of Q4 2025 after selling out during the quarter.
  • Capital Investment Services of America sold 315 McKesson shares in Q4 2025, an estimated $243K.
  • Capital Investment Services of America first reported a position in McKesson in Q1 2025 and held it in 3 quarters.
  • Capital Investment Services of America's McKesson position peaked at $243K in Q3 2025.
  • 1,997 funds tracked by Wall St. Rank held McKesson as of Q4 2025.

Based on Capital Investment Services of America's 13F filing for Q4 2025, filed 29 Jan 2026.