Ron Muhlenkamp - Muhlenkamp & Company
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    29
Portfolio value:    $379,789,142
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
2026   Q1 27,169 6.19 Reduce 0.09% <0.01 $794.59–999.00 · VW $893.87i $23,510,966 SEC
2025   Q4 27,193 6.00 Add 0.31% 0.02 $730.04–895.58 · VW $828.51i $22,306,146 SEC
2025   Q3 27,108 5.69 Add 0.09% <0.01 $637.00–774.85 · VW $706.63i $20,942,214 SEC
2025   Q2 27,084 6.19 Reduce 29.81% 2.53 $641.73–736.36 · VW $704.90i $19,846,781 SEC
2025   Q1 38,589 8.50 Reduce 0.19% 0.01 $565.75–678.67 · VW $626.06i $25,970,143 SEC
2024   Q4 38,661 6.69 Add 0.14% <0.01 $480.40–632.59 · VW $559.07i $22,033,380 SEC
2024   Q3 38,607 5.85 Reduce 0.08% <0.01 $464.42–637.51 · VW $554.98i $19,088,128 SEC
2024   Q2 38,636 7.04 Reduce 0.14% <0.01 $514.88–612.17 · VW $556.94i $22,564,969 SEC
2024   Q1 38,691 6.03 Add 0.54% 0.03 $462.70–540.00 · VW $510.33i $20,771,263 SEC
2023   Q4 38,482 5.83 Add 0.56% 0.03 $431.35–476.35 · VW $456.12i $17,816,396 SEC
2023   Q3 38,267 5.74 Reduce 0.15% <0.01 $395.30–446.95 · VW $418.41i $16,640,405 SEC
2023   Q2 38,325 5.80 $427.31 $16,376,656 SEC
Price snapshot:
Current price$812.28
Avg. buy price$429.83
+/- since buy88.98%
52-week low$634.42
52-week high$997.90