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Athena Wealth Management’s McKesson MCK Stock Holding History

Athena 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 		$855K Sell
1,132
-368
-25% -$292K 0.64% 42
2026
Q1 		$1.3M Buy
1,500
+543
+57% +$485K 1.06% 18
2025
Q4 		$785K Buy
+957
New +$781K 0.76% 24

Other funds holding MCK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Athena Wealth Management's MCK Position: Q2 2026 in Review

Athena Wealth Management reduced its McKesson (MCK) stake by 25% in Q2 2026, selling an estimated $292K and leaving 1,132 shares worth $855K. The position accounts for 0.64% of the portfolio, ranked #42.

Athena Wealth Management first reported a position in MCK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q1 2026. 445 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

  • Athena Wealth Management held 1,132 shares of McKesson worth $855K as of Q2 2026.
  • Athena Wealth Management sold 368 McKesson shares in Q2 2026, an estimated $292K.
  • McKesson made up 0.64% of Athena Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Athena Wealth Management first reported a position in McKesson in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's McKesson position peaked at $1.3M in Q1 2026.
  • 445 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.