Jeremy Grantham's MCK Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1,714 shares of McKesson Corporation (MCK) worth $1.41 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in MCK, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2014, adding 218,400 shares. Largest reduction occurred in Q1 2014, reducing 331,918 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's McKesson Corporation (MCK) Holding Value Over Time
Track share changes against reported price movement
Quarterly McKesson Corporation (MCK) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1,714 | New Buy | 1,714 | $820.29 |
| Q3 2022 | -15,018 | Sold Out | 0 | $0.00 |
| Q2 2022 | -9,039 | Reduce 37.57% | 15,018 | $326.21 |
| Q1 2022 | +600 | Add 2.56% | 24,057 | $306.15 |
| Q4 2021 | -41,466 | Reduce 63.87% | 23,457 | $248.58 |
| Q3 2021 | -16,274 | Reduce 20.04% | 64,923 | $199.37 |
| Q2 2021 | +15,239 | Add 23.10% | 81,197 | $191.24 |
| Q1 2021 | +46,095 | Add 232.06% | 65,958 | $195.03 |
| Q4 2020 | +600 | Add 3.11% | 19,863 | $173.94 |
| Q3 2020 | +5,170 | Add 36.68% | 19,263 | $148.94 |
| Q2 2020 | -950 | Reduce 6.32% | 14,093 | $153.41 |
| Q1 2020 | -4,000 | Reduce 21.01% | 15,043 | $135.28 |
| Q4 2019 | +3,100 | Add 19.44% | 19,043 | $138.32 |
| Q3 2019 | -10,400 | Reduce 39.48% | 15,943 | $136.67 |
| Q2 2019 | -19,035 | Reduce 41.95% | 26,343 | $134.38 |
| Q1 2019 | -3,400 | Reduce 6.97% | 45,378 | $117.06 |
| Q4 2018 | -16,700 | Reduce 25.50% | 48,778 | $110.48 |
| Q3 2018 | -29,900 | Reduce 31.35% | 65,478 | $132.66 |
| Q2 2018 | -7,122 | Reduce 6.95% | 95,378 | $133.40 |
| Q1 2018 | +102,500 | New Buy | 102,500 | $140.87 |
| Q4 2014 | -227,600 | Sold Out | 0 | $0.00 |
| Q3 2014 | +218,400 | Add 2373.91% | 227,600 | $194.67 |
| Q2 2014 | -400 | Reduce 4.17% | 9,200 | $186.20 |
| Q1 2014 | -331,918 | Reduce 97.19% | 9,600 | $176.56 |
| Q4 2013 | +41,483 | Add 13.83% | 341,518 | $161.40 |
| Q3 2013 | -13,426 | Reduce 4.28% | 300,035 | $128.30 |
| Q2 2013 | +313,461 | Add 0.00% | 313,461 | $114.50 |
Jeremy Grantham's McKesson Corporation Investment FAQs
Jeremy Grantham first purchased McKesson Corporation (MCK) in Q2 2013, acquiring 313,461 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held McKesson Corporation (MCK) for 27 quarters since Q2 2013.
Jeremy Grantham's largest addition to McKesson Corporation (MCK) was in Q2 2013, adding 313,461 shares worth $35.89 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,714 shares of McKesson Corporation (MCK), valued at approximately $1.41 M.
As of the Q4 2025 filing, McKesson Corporation (MCK) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in McKesson Corporation (MCK) was 341,518 shares, as reported at the end of Q4 2013.