John Armitage - Egerton Capital (UK)
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Holding/activity history for  McKesson Corp. (MCK)
← All MCK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q1 0 0.00 Sell 100.00% 1.89 $205.72–232.69 · VW $220.85i SEC
2014   Q4 635,286 1.89 Reduce 21.86% 0.49 $178.28–214.37 · VW $202.22i $131,873,000 SEC
2014   Q3 812,970 2.26 Add 51.59% 0.77 $185.66–200.00 · VW $192.72i $158,261,000 SEC
2014   Q2 536,311 1.69 Buy 1.69 $162.90–192.03 · VW $178.93i $99,866,000 SEC
Price snapshot:
Current price$812.28
52-week low$634.42
52-week high$997.90