Custom Index Systems’s McKesson MCK Stock Holding History

Custom Index Systems’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	$1.88M	Buy	2,172 +165	+8%	+$147K	0.82%	23
2025 Q4	$1.65M	Sell	2,007 -1,340	-40%	-$1.09M	0.73%	27
2025 Q3	$2.59M	Buy	3,347 +1,194	+55%	+$841K	0.77%	28
2025 Q2	$1.58M	Buy	2,153 +448	+26%	+$316K	0.75%	27
2025 Q1	$1.15M	Buy	1,705 +83	+5%	+$51.3K	0.58%	40
2024 Q4	$924K	Sell	1,622 -339	-17%	-$190K	0.5%	55
2024 Q3	$970K	Buy	1,961 +1,128	+135%	+$628K	0.53%	55
2024 Q2	$487K	Sell	833 -33	-4%	-$18.4K	0.28%	87
2024 Q1	$465K	Buy	866 +303	+54%	+$154K	0.26%	104
2023 Q4	$261K	Buy	+563	New	+$256K	0.16%	200

Other funds holding MCK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Custom Index Systems's MCK Position: Q1 2026 in Review

Custom Index Systems increased its McKesson (MCK) stake by 8.2% in Q1 2026, buying an estimated $147K and bringing the position to 2,172 shares worth $1.88M. The position accounts for 0.82% of the portfolio, ranked #23.

Custom Index Systems first reported a position in MCK in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.59M in Q3 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

Custom Index Systems held 2,172 shares of McKesson worth $1.88M as of Q1 2026.
Custom Index Systems bought 165 McKesson shares in Q1 2026, an estimated $147K.
McKesson made up 0.82% of Custom Index Systems's portfolio in Q1 2026, its #23 holding.
Custom Index Systems first reported a position in McKesson in Q4 2023 and has held it in 10 quarters since.
Custom Index Systems's McKesson position peaked at $2.59M in Q3 2025.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.