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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
Q2 		$5.32M Buy
7,035
+270
+4% +$214K 0.16% 129
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 $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

Ascent Group's MCK Position: Q2 2026 in Review

Ascent Group increased its McKesson (MCK) stake by 4% in Q2 2026, buying an estimated $214K and bringing the position to 7,035 shares worth $5.32M. The position accounts for 0.16% of the portfolio, ranked #129.

Ascent Group first reported a position in MCK in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.78M in Q2 2025. 2,013 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Ascent Group held 7,035 shares of McKesson worth $5.32M as of Q2 2026.
  • Ascent Group bought 270 McKesson shares in Q2 2026, an estimated $214K.
  • McKesson made up 0.16% of Ascent Group's portfolio in Q2 2026, its #129 holding.
  • Ascent Group first reported a position in McKesson in Q1 2022 and has held it in 18 quarters since.
  • Ascent Group's McKesson position peaked at $6.78M in Q2 2025.
  • 2,013 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.