Bowen Hanes & Co’s McKesson MCK Stock Holding History

Bowen Hanes & Co’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
2025 Q3	–	Sell	-705	Closed	-$517K	–	156
2025 Q2	$517K	Buy	+705	New	+$498K	0.01%	120
2025 Q1	–	Sell	-34,765	Closed	-$19.8M	–	157
2024 Q4	$19.8M	Sell	34,765 -50,585	-59%	-$28.3M	0.53%	57
2024 Q3	$42.2M	Sell	85,350 -3,755	-4%	-$2.09M	1.11%	39
2024 Q2	$52M	Buy	89,105 +1,640	+2%	+$913K	1.44%	30
2024 Q1	$47M	Buy	87,465 +3,750	+4%	+$1.9M	1.34%	37
2023 Q4	$38.8M	Hold	83,715	–	–	1.17%	42
2023 Q3	$36.4M	Buy	83,715 +5,975	+8%	+$2.52M	1.23%	44
2023 Q2	$33.2M	Buy	+77,740	New	+$29.9M	1.06%	47
2016 Q1	–	Sell	-1,250	Closed	-$247K	–	136
2015 Q4	$247K	Sell	1,250 -114,605	-99%	-$21.6M	0.01%	135
2015 Q3	$21.4M	Buy	115,855 +11,130	+11%	+$2.36M	1.23%	37
2015 Q2	$23.5M	Sell	104,725 -2,475	-2%	-$572K	1.17%	35
2015 Q1	$24.2M	Sell	107,200 -3,430	-3%	-$761K	1.17%	37
2014 Q4	$23M	Buy	110,630 +31,825	+40%	+$6.47M	1.13%	41
2014 Q3	$15.3M	Buy	+78,805	New	+$15.2M	0.75%	66

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return