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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
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 0.04% 311
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OneAscent Financial Services's MCK Position: Q1 2026 in Review

OneAscent Financial Services increased its McKesson (MCK) stake by 90% in Q1 2026, buying an estimated $371K and bringing the position to 880 shares worth $761K. The position accounts for 0.04% of the portfolio, ranked #271.

OneAscent Financial Services first reported a position in MCK in Q3 2022 and has held it in 15 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • OneAscent Financial Services held 880 shares of McKesson worth $761K as of Q1 2026.
  • OneAscent Financial Services bought 416 McKesson shares in Q1 2026, an estimated $371K.
  • McKesson made up 0.04% of OneAscent Financial Services's portfolio in Q1 2026, its #271 holding.
  • OneAscent Financial Services first reported a position in McKesson in Q3 2022 and has held it in 15 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

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