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Athena Investment Management’s McKesson MCK Stock Holding History

Athena Investment 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
Q1 		– Sell
-457
Closed -$375K – 157
2025
Q4 		$375K Sell
457
-66
-13% -$53.9K 0.19% 106
2025
Q3 		$404K Sell
523
-78
-13% -$54.9K 0.21% 103
2025
Q2 		$440K Sell
601
-62
-9% -$43.8K 0.25% 96
2025
Q1 		$446K Sell
663
-184
-22% -$114K 0.27% 85
2024
Q4 		$483K Sell
847
-142
-14% -$79.5K 0.28% 84
2024
Q3 		$489K Sell
989
-137
-12% -$76.3K 0.28% 83
2024
Q2 		$658K Sell
1,126
-61
-5% -$34K 0.4% 61
2024
Q1 		$637K Sell
1,187
-152
-11% -$77.2K 0.38% 66
2023
Q4 		$620K Sell
1,339
-20
-1% -$9.1K 0.4% 61
2023
Q3 		$591K Sell
1,359
-90
-6% -$37.9K 0.42% 60
2023
Q2 		$619K Sell
1,449
-4
-0.3% -$1.54K 0.43% 57
2023
Q1 		$517K Sell
1,453
-8
-0.5% -$2.89K 0.37% 63
2022
Q4 		$548K Buy
1,461
+59
+4% +$22K 0.4% 60
2022
Q3 		$476K Sell
1,402
-88
-6% -$30.5K 0.4% 61
2022
Q2 		$486K Hold
1,490
– – 0.38% 58
2022
Q1 		$460K Buy
+1,490
New +$405K 0.36% 63

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

Athena Investment Management's MCK Position: Q1 2026 in Review

Athena Investment Management sold out of McKesson (MCK) in Q1 2026, closing a stake of 457 shares — an estimated $375K sold.

Athena Investment Management first reported a position in MCK in Q1 2022 and held it in 16 quarters. The position peaked at $658K in Q2 2024. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Athena Investment Management reported no remaining McKesson position as of Q1 2026 after selling out during the quarter.
  • Athena Investment Management sold 457 McKesson shares in Q1 2026, an estimated $375K.
  • Athena Investment Management first reported a position in McKesson in Q1 2022 and held it in 16 quarters.
  • Athena Investment Management's McKesson position peaked at $658K in Q2 2024.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.