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Hennessy Advisors Inc’s McKesson MCK Stock Holding History

Hennessy Advisors Inc’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
Q1 		– Sell
-5,100
Closed -$2.91M – 316
2024
Q4 		$2.91M Sell
5,100
-300
-6% -$168K 0.09% 198
2024
Q3 		$2.67M Sell
5,400
-100
-2% -$55.7K 0.09% 222
2024
Q2 		$3.21M Sell
5,500
-100
-2% -$55.7K 0.12% 178
2024
Q1 		$3.01M Buy
+5,600
New +$2.84M 0.13% 194
2023
Q1 		– Sell
-11,900
Closed -$4.46M – 259
2022
Q4 		$4.46M Buy
11,900
+200
+2% +$74.6K 0.29% 116
2022
Q3 		$3.98M Buy
11,700
+100
+0.9% +$34.7K 0.27% 123
2022
Q2 		$3.78M Buy
11,600
+1,100
+10% +$352K 0.23% 141
2022
Q1 		$3.21M Buy
+10,500
New +$2.86M 0.17% 176
2018
Q1 		– Sell
-14,300
Closed -$2.23M – 400
2017
Q4 		$2.23M Hold
14,300
– – 0.07% 232
2017
Q3 		$2.2M Buy
14,300
+500
+4% +$78K 0.07% 222
2017
Q2 		$2.27M Sell
13,800
-1,100
-7% -$167K 0.07% 210
2017
Q1 		$2.21M Buy
+14,900
New +$2.18M 0.07% 221
2014
Q4 		– Sell
-1,315
Closed -$256K – 303
2014
Q3 		$256K Sell
1,315
-85
-6% -$16.4K 0.01% 283
2014
Q2 		$261K Buy
+1,400
New +$249K 0.01% 289

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hennessy Advisors Inc's MCK Position: Q1 2025 in Review

Hennessy Advisors Inc sold out of McKesson (MCK) in Q1 2025, closing a stake of 5,100 shares — an estimated $2.91M sold.

Hennessy Advisors Inc first reported a position in MCK in Q2 2014 and held it in 14 quarters. The position peaked at $4.46M in Q4 2022. 1,756 funds tracked by Wall St. Rank hold MCK as of Q1 2025.

  • Hennessy Advisors Inc reported no remaining McKesson position as of Q1 2025 after selling out during the quarter.
  • Hennessy Advisors Inc sold 5,100 McKesson shares in Q1 2025, an estimated $2.91M.
  • Hennessy Advisors Inc first reported a position in McKesson in Q2 2014 and held it in 14 quarters.
  • Hennessy Advisors Inc's McKesson position peaked at $4.46M in Q4 2022.
  • 1,756 funds tracked by Wall St. Rank held McKesson as of Q1 2025.

Based on Hennessy Advisors Inc's 13F filing for Q1 2025, filed 16 Apr 2025.