MCK position history
The shares of McKesson (MCK) that MUHLENKAMP & CO INC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 65,548 shares, $13M, 5.0% of portfolio
- 2021 Q4: 65,500 shares, $16M, 5.7% of portfolio, Reduce −0.1%
- 2022 Q1: 65,585 shares, $20M, 7.0% of portfolio, Add +0.1%
- 2022 Q2: 37,924 shares, $12M, 5.8% of portfolio, Reduce −42.2%
- 2022 Q3: 38,209 shares, $13M, 5.8% of portfolio, Add +0.8%
- 2022 Q4: 38,249 shares, $14M, 6.1% of portfolio, Add +0.1%
- 2023 Q2: 38,325 shares, $16M, 5.8% of portfolio, Add +0.2%
- 2023 Q3: 38,267 shares, $17M, 5.7% of portfolio, Reduce −0.2%
- 2023 Q4: 38,482 shares, $18M, 5.8% of portfolio, Add +0.6%
- 2024 Q1: 38,691 shares, $21M, 6.0% of portfolio, Add +0.5%
- 2024 Q2: 38,636 shares, $23M, 7.0% of portfolio, Reduce −0.1%
- 2024 Q3: 38,607 shares, $19M, 5.8% of portfolio, Reduce −0.1%
- 2024 Q4: 38,661 shares, $22M, 6.7% of portfolio, Add +0.1%
- 2025 Q1: 38,589 shares, $26M, 8.5% of portfolio, Reduce −0.2%
- 2025 Q2: 27,084 shares, $20M, 6.2% of portfolio, Reduce −29.8%
- 2025 Q3: 27,108 shares, $21M, 5.7% of portfolio, Add +0.1%
- 2025 Q4: 27,193 shares, $22M, 6.0% of portfolio, Add +0.3%
- 2026 Q1: 27,169 shares, $24M, 6.2% of portfolio, Reduce −0.1%
- 2026 Q2: 27,202 shares, $21M, 6.0% of portfolio, Add +0.1%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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