Athena Investment Management MCK — McKesson Corporation

Ownership history in Athena Investment Management  ·  16 quarters on record

AI Ownership Summary

Athena Investment Management reported McKesson Corporation (MCK) in 16 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.4% in 2024 Q2. The latest visible filing shows MCK at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Athena Investment Management's position in McKesson Corporation, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MCK was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MCK stock page Athena Investment Management fund profile Athena Investment Management full holdings
How Athena Investment Management held MCK — position size vs. price
% of Fund (quarterly)    MCK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12.6% +5.6% ❌ 457 -66 -12.6% 0.19% $375K 2026-02-12 $914.23
2025 Q3 REDUCED 13.0% +7.6% ❌ 523 -78 -13.0% 0.21% $404K 2025-11-13 $843.82
2025 Q2 REDUCED 9.4% +4.1% ❌ 601 -62 -9.4% 0.25% $440K 2025-08-12 $656.34
2025 Q1 REDUCED 21.7% +9.0% ❌ 663 -184 -21.7% 0.27% $446K 2025-05-12 $684.06
2024 Q4 REDUCED 14.4% +18.2% ❌ 847 -142 -14.4% 0.28% $483K 2025-02-05 $603.17
2024 Q3 REDUCED 12.2% +15.6% ❌ 989 -137 -12.2% 0.28% $489K 2024-11-12 $613.17
2024 Q2 REDUCED 5.1% -15.2% ✅ 1,126 -61 -5.1% 0.40% $658K 2024-08-07 $612.24
2024 Q1 REDUCED 11.4% +9.3% ❌ 1,187 -152 -11.4% 0.38% $637K 2024-05-09 $549.79
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MCK

As of 2026 Q1 — sorted by position size

LYNWOOD PRICE CAPITAL MANAGEMENT LP 10.88% SurgoCap Partners LP 10.08% Horiko Capital Management LLC 3Y 7Y 8.83% MUHLENKAMP & CO INC 3Y 7Y 6.19% SCHARF INVESTMENTS, LLC 3Y 7Y 5.91% Settian Capital LP 3Y 5.82% Tortuga Wealth Management, Inc 5.72% Bristol Gate Capital Partners Inc. 3Y 7Y 5.25% Suncoast Equity Management 3Y 7Y 5.05% FIRETRAIL INVESTMENTS PTY LTD 4.82%

FAQ About Athena Investment Management and MCK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Athena Investment Management reported owning MCK?

Athena Investment Management reported MCK across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported MCK position in Athena Investment Management's portfolio?

The largest reported portfolio weight for MCK was 0.40% in 2024 Q2.

What is the latest reported MCK position on this page?

The most recent filing on this page is 2025 Q4, when Athena Investment Management reported 457 shares, equal to 0.19% of portfolio, with an estimated market value of $375K.

What does the chart on this MCK ownership page compare?

The chart compares Athena Investment Management's quarterly MCK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Athena Investment Management time their MCK position?

Based on 13F filing dates vs. subsequent MCK price moves, Athena Investment Management correctly timed 4 out of 14 reported position changes (29%). The annualised alpha on MCK relative to SPY over the holding period was +13.1%.

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