Coston McIsaac & Partners’s McKesson MCK Stock Holding History

Coston McIsaac & 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
2026 Q1	$11K	Hold	13	–	–	﹤0.01%	562
2025 Q4	$11K	Hold	13	–	–	﹤0.01%	560
2025 Q3	$10K	Hold	13	–	–	﹤0.01%	547
2025 Q2	$10K	Hold	13	–	–	﹤0.01%	528
2025 Q1	$9K	Hold	13	–	–	﹤0.01%	516
2024 Q4	$7K	Hold	13	–	–	﹤0.01%	540
2024 Q3	$6	Hold	13	–	–	﹤0.01%	577
2024 Q2	$8K	Hold	13	–	–	﹤0.01%	503
2024 Q1	$7K	Hold	13	–	–	﹤0.01%	532
2023 Q4	$6K	Hold	13	–	–	﹤0.01%	547
2023 Q3	$5K	Hold	13	–	–	﹤0.01%	561
2023 Q2	$5K	Hold	13	–	–	﹤0.01%	605
2023 Q1	$4K	Hold	13	–	–	﹤0.01%	613
2022 Q4	$5	Hold	13	–	–	﹤0.01%	591
2022 Q3	$4K	Sell	13 -1	-7%	-$347	﹤0.01%	532
2022 Q2	$4K	Buy	+14	New	+$4.48K	﹤0.01%	371

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return