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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
Q2 		$353K Sell
467
-123
-21% -$97.5K 0.18% 120
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
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 $3.38T AUM 44.17% 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

OneAscent Family Office's MCK Position: Q2 2026 in Review

OneAscent Family Office reduced its McKesson (MCK) stake by 21% in Q2 2026, selling an estimated $97.5K and leaving 467 shares worth $353K. The position accounts for 0.18% of the portfolio, ranked #120.

OneAscent Family Office first reported a position in MCK in Q4 2024 and has held it in 7 quarters since. The position peaked at $511K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • OneAscent Family Office held 467 shares of McKesson worth $353K as of Q2 2026.
  • OneAscent Family Office sold 123 McKesson shares in Q2 2026, an estimated $97.5K.
  • McKesson made up 0.18% of OneAscent Family Office's portfolio in Q2 2026, its #120 holding.
  • OneAscent Family Office first reported a position in McKesson in Q4 2024 and has held it in 7 quarters since.
  • OneAscent Family Office's McKesson position peaked at $511K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.