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Asset One Wealth Management’s McKesson MCK Stock Holding History

Asset One Wealth Management’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 		$208K Buy
261
+16
+7% +$12.7K 0.02% 336
2026
Q1 		$206K Buy
+245
New +$219K 0.02% 329

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

Asset One Wealth Management's MCK Position: Q2 2026 in Review

Asset One Wealth Management increased its McKesson (MCK) stake by 6.5% in Q2 2026, buying an estimated $12.7K and bringing the position to 261 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #336.

Asset One Wealth Management first reported a position in MCK in Q1 2026 and has held it in 2 quarters since. 2,002 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Asset One Wealth Management held 261 shares of McKesson worth $208K as of Q2 2026.
  • Asset One Wealth Management bought 16 McKesson shares in Q2 2026, an estimated $12.7K.
  • McKesson made up 0.02% of Asset One Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Asset One Wealth Management first reported a position in McKesson in Q1 2026 and has held it in 2 quarters since.
  • 2,002 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.