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OneAscent Financial Services’s McKesson MCK Stock Holding History

OneAscent Financial Services’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 		$616K Sell
815
-65
-7% -$51.5K 0.03% 324
2026
Q1 		$761K Buy
880
+416
+90% +$371K 0.04% 271
2025
Q4 		$381K Buy
464
+70
+18% +$57.1K 0.04% 295
2025
Q3 		$305K Sell
394
-241
-38% -$170K 0.02% 379
2025
Q2 		$464K Sell
635
-161
-20% -$114K 0.03% 328
2025
Q1 		$536K Sell
796
-258
-24% -$160K 0.03% 323
2024
Q4 		$601K Buy
1,054
+367
+53% +$206K 0.05% 224
2024
Q3 		$340K Sell
687
-209
-23% -$116K 0.24% 106
2024
Q2 		$524K Sell
896
-24
-3% -$13.4K 0.07% 141
2024
Q1 		$495K Sell
920
-367
-29% -$186K 0.05% 204
2023
Q4 		$596K Buy
1,287
+528
+70% +$240K 0.07% 167
2023
Q3 		$330K Buy
759
+17
+2% +$7.16K 0.09% 170
2023
Q2 		$317K Buy
742
+66
+10% +$25.4K 0.14% 79
2023
Q1 		$241K Sell
676
-71
-10% -$25.6K 0.1% 142
2022
Q4 		$281K Sell
747
-75
-9% -$28K 0.12% 130
2022
Q3 		$280K Buy
+822
New +$285K 0.11% 132

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 Financial Services's MCK Position: Q2 2026 in Review

OneAscent Financial Services reduced its McKesson (MCK) stake by 7.4% in Q2 2026, selling an estimated $51.5K and leaving 815 shares worth $616K. The position accounts for 0.03% of the portfolio, ranked #324.

OneAscent Financial Services first reported a position in MCK in Q3 2022 and has held it in 16 quarters since. The position peaked at $761K in Q1 2026. 2,020 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • OneAscent Financial Services held 815 shares of McKesson worth $616K as of Q2 2026.
  • OneAscent Financial Services sold 65 McKesson shares in Q2 2026, an estimated $51.5K.
  • McKesson made up 0.03% of OneAscent Financial Services's portfolio in Q2 2026, its #324 holding.
  • OneAscent Financial Services first reported a position in McKesson in Q3 2022 and has held it in 16 quarters since.
  • OneAscent Financial Services's McKesson position peaked at $761K in Q1 2026.
  • 2,020 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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