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Ascent Group’s McKesson MCK Stock Holding History

Ascent Group’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 		$5.85M Sell
6,765
-470
-6% -$419K 0.2% 109
2025
Q4 		$5.93M Buy
7,235
+256
+4% +$209K 0.2% 103
2025
Q3 		$5.39M Sell
6,979
-2,270
-25% -$1.6M 0.19% 112
2025
Q2 		$6.78M Buy
9,249
+5,150
+126% +$3.63M 0.26% 83
2025
Q1 		$2.76M Buy
4,099
+1,127
+38% +$697K 0.12% 183
2024
Q4 		$1.69M Buy
2,972
+57
+2% +$31.9K 0.13% 196
2024
Q3 		$1.44M Sell
2,915
-2,790
-49% -$1.55M 0.11% 236
2024
Q2 		$3.33M Buy
5,705
+154
+3% +$85.7K 0.27% 91
2024
Q1 		$2.98M Buy
5,551
+2,539
+84% +$1.29M 0.26% 97
2023
Q4 		$1.49M Sell
3,012
-14
-0.5% -$6.37K 0.14% 202
2023
Q3 		$1.4M Buy
3,026
+339
+13% +$143K 0.15% 190
2023
Q2 		$1.15M Buy
2,687
+116
+5% +$44.6K 0.13% 222
2023
Q1 		$915K Sell
2,571
-725
-22% -$262K 0.1% 247
2022
Q4 		$1.24M Sell
3,296
-87
-3% -$32.4K 0.15% 193
2022
Q3 		$1.32M Buy
3,383
+948
+39% +$329K 0.16% 175
2022
Q2 		$832K Buy
2,435
+1,103
+83% +$353K 0.1% 232
2022
Q1 		$408K Buy
+1,332
New +$362K 0.05% 352

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ascent Group's MCK Position: Q1 2026 in Review

Ascent Group reduced its McKesson (MCK) stake by 6.5% in Q1 2026, selling an estimated $419K and leaving 6,765 shares worth $5.85M. The position accounts for 0.2% of the portfolio, ranked #109.

Ascent Group first reported a position in MCK in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.78M in Q2 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Ascent Group held 6,765 shares of McKesson worth $5.85M as of Q1 2026.
  • Ascent Group sold 470 McKesson shares in Q1 2026, an estimated $419K.
  • McKesson made up 0.2% of Ascent Group's portfolio in Q1 2026, its #109 holding.
  • Ascent Group first reported a position in McKesson in Q1 2022 and has held it in 17 quarters since.
  • Ascent Group's McKesson position peaked at $6.78M in Q2 2025.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.