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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

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State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return