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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
Q2 		$1.63M Sell
2,151
-21
-1% -$16.6K 0.58% 37
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Custom Index Systems's MCK Position: Q2 2026 in Review

Custom Index Systems reduced its McKesson (MCK) stake by 0.97% in Q2 2026, selling an estimated $16.6K and leaving 2,151 shares worth $1.63M. The position accounts for 0.58% of the portfolio, ranked #37.

Custom Index Systems first reported a position in MCK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.59M in Q3 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Custom Index Systems held 2,151 shares of McKesson worth $1.63M as of Q2 2026.
  • Custom Index Systems sold 21 McKesson shares in Q2 2026, an estimated $16.6K.
  • McKesson made up 0.58% of Custom Index Systems's portfolio in Q2 2026, its #37 holding.
  • Custom Index Systems first reported a position in McKesson in Q4 2023 and has held it in 11 quarters since.
  • Custom Index Systems's McKesson position peaked at $2.59M in Q3 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.