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OneAscent Investment Solutions’s McKesson MCK Stock Holding History

OneAscent Investment Solutions’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 		$202K Sell
267
-88
-25% -$69.8K 0.19% 133
2026
Q1 		$307K Buy
355
+1
+0.3% +$893 0.31% 95
2025
Q4 		$290K Hold
354
– – 0.31% 96
2025
Q3 		$273K Buy
354
+74
+26% +$52.1K 0.29% 104
2025
Q2 		$205K Sell
280
-87
-24% -$61.4K 0.22% 131
2025
Q1 		$247K Buy
+367
New +$227K 0.29% 95

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

OneAscent Investment Solutions's MCK Position: Q2 2026 in Review

OneAscent Investment Solutions reduced its McKesson (MCK) stake by 25% in Q2 2026, selling an estimated $69.8K and leaving 267 shares worth $202K. The position accounts for 0.19% of the portfolio, ranked #133.

OneAscent Investment Solutions first reported a position in MCK in Q1 2025 and has held it in 6 quarters since. The position peaked at $307K in Q1 2026. 1,999 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • OneAscent Investment Solutions held 267 shares of McKesson worth $202K as of Q2 2026.
  • OneAscent Investment Solutions sold 88 McKesson shares in Q2 2026, an estimated $69.8K.
  • McKesson made up 0.19% of OneAscent Investment Solutions's portfolio in Q2 2026, its #133 holding.
  • OneAscent Investment Solutions first reported a position in McKesson in Q1 2025 and has held it in 6 quarters since.
  • OneAscent Investment Solutions's McKesson position peaked at $307K in Q1 2026.
  • 1,999 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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