Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
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
2025   Q1 0 0.00 Sell 100.00% 0.13 $565.75–678.67 · VW $626.06i SEC
2024   Q4 67,079 0.13 $569.91 $38,228,993 SEC
2024   Q3 67,079 0.11 $494.42 $33,165,199 SEC
2024   Q2 67,079 0.14 Reduce 31.53% 0.06 $514.88–612.17 · VW $556.94i $39,176,819 SEC
2024   Q1 97,964 0.18 Reduce 0.20% <0.01 $462.70–540.00 · VW $510.33i $52,591,973 SEC
2023   Q4 98,163 0.17 Reduce 0.76% <0.01 $431.35–476.35 · VW $456.12i $45,447,506 SEC
2023   Q3 98,919 0.18 Reduce 83.99% 0.95 $395.30–446.95 · VW $418.41i $43,014,927 SEC
2023   Q2 617,851 1.13 Reduce 3.89% 0.04 $352.34–429.75 · VW $385.47i $264,013,911 SEC
2023   Q1 642,849 0.99 Reduce 33.97% 0.55 $331.75–391.49 · VW $361.78i $228,886,386 SEC
2022   Q4 973,538 1.62 Reduce 43.43% 1.26 $339.16–401.78 · VW $375.23i $365,193,575 SEC
2022   Q3 1,721,059 2.90 Reduce 29.27% 1.04 $315.78–375.23 · VW $347.46i $584,936,000 SEC
2022   Q2 2,433,360 3.56 Reduce 9.96% 0.31 $298.69–339.94 · VW $319.95i $793,786,000 SEC
2022   Q1 2,702,490 3.13 Reduce 8.41% 0.23 $237.61–310.48 · VW $275.97i $827,313,000 SEC
2021   Q4 2,950,700 2.76 Reduce 0.95% 0.02 $193.89–251.04 · VW $222.89i $733,455,000 SEC
2021   Q3 2,979,015 2.35 Reduce 6.59% 0.16 $186.61–210.00 · VW $201.07i $593,956,000 SEC
2021   Q2 3,189,280 2.37 Add 4.55% 0.10 $180.42–204.66 · VW $191.55i $609,918,000 SEC
2021   Q1 3,050,610 2.42 Reduce 1.26% 0.03 $169.34–198.43 · VW $180.58i $594,991,000 SEC
2020   Q4 3,089,423 2.53 Reduce 7.37% 0.23 $141.32–187.67 · VW $166.38i $537,312,000 SEC
2020   Q3 3,335,398 3.10 Add 11.31% 0.32 $139.76–160.39 · VW $151.37i $496,741,000 SEC
2020   Q2 2,996,486 3.00 Reduce 13.08% 0.46 $121.15–165.13 · VW $145.08i $459,721,000 SEC
2020   Q1 3,447,532 3.53 Reduce 8.32% 0.20 $112.60–172.18 · VW $139.08i $466,313,000 SEC
2019   Q4 3,760,595 2.43 Add 3.13% 0.07 $128.26–154.79 · VW $140.43i $520,166,000 SEC
2019   Q3 3,646,334 2.71 Reduce 5.55% 0.15 $131.39–150.82 · VW $139.95i $498,308,000 SEC
2019   Q2 3,860,785 2.74 Add 4.82% 0.13 $111.71–135.75 · VW $124.44i $518,851,000 SEC
2019   Q1 3,683,196 2.35 Add 19.72% 0.39 $109.16–137.16 · VW $123.35i $431,155,000 SEC
2018   Q4 3,076,415 1.99 Reduce 2.65% 0.05 $106.11–138.94 · VW $122.42i $339,852,000 SEC
2018   Q3 3,160,195 2.04 Add 11.40% 0.21 $122.49–139.86 · VW $129.22i $419,200,000 SEC
2018   Q2 2,836,710 1.90 Add 7.63% 0.13 $131.43–160.84 · VW $145.28i $378,417,000 SEC
2018   Q1 2,635,648 1.89 Add 1.36% 0.03 $137.10–178.86 · VW $155.41i $371,284,000 SEC
2017   Q4 2,600,401 1.99 Add 5.77% 0.11 $134.25–164.29 · VW $147.34i $405,533,000 SEC
2017   Q3 2,458,531 2.00 Add 17.19% 0.29 $145.13–168.87 · VW $155.68i $377,655,000 SEC
2017   Q2 2,097,855 1.89 Add 1.00% 0.02 $133.82–169.29 · VW $153.70i $345,181,000 SEC
2017   Q1 2,077,104 1.74 Add 1014.99% 1.58 $134.17–153.07 · VW $145.33i $307,951,000 SEC
2016   Q4 186,289 0.15 Buy 0.15 $114.53–166.90 · VW $139.24i $26,164,000 SEC
2008   Q4 0 0.00 Sell 100.00% <0.01 $28.27–53.70 · VW $37.82i SEC
2008   Q3 6,050 <0.01 Reduce 30.86% <0.01 $50.05–60.45 · VW $55.83i $326,000 SEC
2008   Q2 8,750 <0.01 Reduce 47.68% <0.01 $51.27–59.12 · VW $55.15i $489,000 SEC
2007   Q4 16,725 <0.01 Reduce 93.16% 0.06 $56.30–68.43 · VW $64.69i $1,096,000 SEC
2007   Q3 244,476 0.06 Add 5.14% <0.01 $53.45–62.01 · VW $57.81i $14,373,000 SEC
2007   Q2 232,515 0.05 Add 2557.31% 0.05 $57.72–63.90 · VW $60.55i $13,867,000 SEC
2007   Q1 8,750 <0.01 Reduce 36.91% <0.01 $50.80–59.53 · VW $55.88i $458,000 SEC
2006   Q4 13,868 <0.01 Buy <0.01 $47.38–54.39 · VW $50.30i $703,000 SEC
2006   Q1 0 0.00 Sell 100.00% 0.55 $49.79–54.92 · VW $52.91i SEC
2005   Q4 1,425,795 0.55 Reduce 29.52% 0.23 $43.37–52.89 · VW $48.46i $73,557,000 SEC
2005   Q3 2,023,020 0.79 Reduce 67.91% 1.83 $43.43–47.88 · VW $46.08i $95,992,000 SEC
2005   Q2 6,303,524 2.69 Reduce 22.88% 0.73 $34.93–44.94 · VW $39.43i $282,335,000 SEC
2005   Q1 8,173,449 3.17 Add 6.61% 0.20 $30.13–38.56 · VW $35.52i $308,548,000 SEC
2004   Q4 7,666,999 2.77 Add 52.49% 0.95 $22.61–32.72 · VW $28.12i $241,204,000 SEC
2004   Q3 5,027,825 1.88 Add 564.29% 1.60 $24.90–32.90 · VW $29.67i $128,964,000 SEC
2004   Q2 756,875 0.44 Add 10522.81% 0.43 $29.50–35.90 · VW $33.27i $25,984,000 SEC
2004   Q1 7,125 <0.01 Buy <0.01 $27.01–32.04 · VW $29.34i $214,000 SEC
Price snapshot:
Current price$812.28
52-week low$634.42
52-week high$997.90