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OneAscent Wealth Management’s McKesson MCK Stock Holding History

OneAscent Wealth Management’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 		$256K Sell
339
-4
-1% -$3.17K 0.08% 139
2026
Q1 		$297K Buy
343
+38
+12% +$33.9K 0.1% 115
2025
Q4 		$250K Sell
305
-13
-4% -$10.6K 0.08% 136
2025
Q3 		$246K Sell
318
-29
-8% -$20.4K 0.08% 147
2025
Q2 		$254K Buy
347
+10
+3% +$7.06K 0.09% 139
2025
Q1 		$227K Sell
337
-226
-40% -$140K 0.1% 130
2024
Q4 		$321K Sell
563
-47
-8% -$26.3K 0.13% 102
2024
Q3 		$302K Buy
610
+13
+2% +$7.24K 0.11% 127
2024
Q2 		$349K Sell
597
-25
-4% -$13.9K 0.18% 52
2024
Q1 		$334K Sell
622
-14
-2% -$7.11K 0.13% 112
2023
Q4 		$295K Sell
636
-52
-8% -$23.6K 0.12% 117
2023
Q3 		$300K Sell
688
-136
-17% -$57.3K 0.13% 110
2023
Q2 		$353K Buy
824
+10
+1% +$3.84K 0.17% 60
2023
Q1 		$290K Sell
814
-116
-12% -$41.9K 0.11% 127
2022
Q4 		$349K Sell
930
-39
-4% -$14.5K 0.16% 87
2022
Q3 		$330K Buy
+969
New +$336K 0.17% 79

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 Wealth Management's MCK Position: Q2 2026 in Review

OneAscent Wealth Management reduced its McKesson (MCK) stake by 1.2% in Q2 2026, selling an estimated $3.17K and leaving 339 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #139.

OneAscent Wealth Management first reported a position in MCK in Q3 2022 and has held it in 16 quarters since. The position peaked at $353K in Q2 2023. 1,998 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • OneAscent Wealth Management held 339 shares of McKesson worth $256K as of Q2 2026.
  • OneAscent Wealth Management sold 4 McKesson shares in Q2 2026, an estimated $3.17K.
  • McKesson made up 0.08% of OneAscent Wealth Management's portfolio in Q2 2026, its #139 holding.
  • OneAscent Wealth Management first reported a position in McKesson in Q3 2022 and has held it in 16 quarters since.
  • OneAscent Wealth Management's McKesson position peaked at $353K in Q2 2023.
  • 1,998 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

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