OneAscent Family Office’s McKesson MCK Stock Holding History

OneAscent Family Office’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	$511K	Sell	590 -8	-1%	-$7.14K	0.36%	67
2025 Q4	$491K	Buy	598 +113	+23%	+$92.2K	0.33%	78
2025 Q3	$375K	Sell	485 -5	-1%	-$3.52K	0.3%	84
2025 Q2	$359K	Sell	490 -88	-15%	-$62.1K	0.34%	72
2025 Q1	$389K	Buy	578 +12	+2%	+$7.42K	0.36%	84
2024 Q4	$323K	Buy	+566	New	+$317K	0.59%	43

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

OneAscent Family Office's MCK Position: Q1 2026 in Review

OneAscent Family Office reduced its McKesson (MCK) stake by 1.3% in Q1 2026, selling an estimated $7.14K and leaving 590 shares worth $511K. The position accounts for 0.36% of the portfolio, ranked #67.

OneAscent Family Office first reported a position in MCK in Q4 2024 and has held it in 6 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

OneAscent Family Office held 590 shares of McKesson worth $511K as of Q1 2026.
OneAscent Family Office sold 8 McKesson shares in Q1 2026, an estimated $7.14K.
McKesson made up 0.36% of OneAscent Family Office's portfolio in Q1 2026, its #67 holding.
OneAscent Family Office first reported a position in McKesson in Q4 2024 and has held it in 6 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.