Joel Greenblatt's MCK Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 40,277 shares of McKesson Corporation (MCK) worth $33.04 M, representing 0.12% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MCK, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 320,323 shares. Largest reduction occurred in Q4 2015, reducing 233,543 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's McKesson Corporation (MCK) Holding Value Over Time
Track share changes against reported price movement
Quarterly McKesson Corporation (MCK) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1,849 | Add 4.81% | 40,277 | $820.29 |
| Q3 2025 | +1,917 | Add 5.25% | 38,428 | $772.54 |
| Q2 2025 | +9,741 | Add 36.39% | 36,511 | $732.78 |
| Q1 2025 | -3,576 | Reduce 11.78% | 26,770 | $672.99 |
| Q4 2024 | +537 | Add 1.80% | 30,346 | $569.91 |
| Q3 2024 | +9,118 | Add 44.07% | 29,809 | $494.42 |
| Q2 2024 | +2,818 | Add 15.77% | 20,691 | $584.04 |
| Q1 2024 | +1,206 | Add 7.24% | 17,873 | $536.85 |
| Q4 2023 | +4,700 | Add 39.27% | 16,667 | $462.98 |
| Q3 2023 | -1,143 | Reduce 8.72% | 11,967 | $434.85 |
| Q2 2023 | -2,458 | Reduce 15.79% | 13,110 | $427.31 |
| Q1 2023 | -3,480 | Reduce 18.27% | 15,568 | $356.05 |
| Q4 2022 | -4,631 | Reduce 19.56% | 19,048 | $375.12 |
| Q3 2022 | -4,406 | Reduce 15.69% | 23,679 | $339.88 |
| Q2 2022 | -6,929 | Reduce 19.79% | 28,085 | $326.22 |
| Q1 2022 | -12,403 | Reduce 26.16% | 35,014 | $306.13 |
| Q4 2021 | +14,938 | Add 45.99% | 47,417 | $248.56 |
| Q3 2021 | +702 | Add 2.21% | 32,479 | $199.39 |
| Q2 2021 | +9,336 | Add 41.60% | 31,777 | $191.24 |
| Q1 2021 | +3,096 | Add 16.00% | 22,441 | $195.04 |
| Q4 2020 | -7,070 | Reduce 26.77% | 19,345 | $173.90 |
| Q3 2020 | +9,363 | Add 54.91% | 26,415 | $148.93 |
| Q2 2020 | -2,524 | Reduce 12.89% | 17,052 | $153.41 |
| Q1 2020 | -18,785 | Reduce 48.97% | 19,576 | $135.27 |
| Q4 2019 | -182,632 | Reduce 82.64% | 38,361 | $138.32 |
| Q3 2019 | +76,249 | Add 52.68% | 220,993 | $136.66 |
| Q2 2019 | +127,340 | Add 731.67% | 144,744 | $134.39 |
| Q1 2019 | -95,691 | Reduce 84.61% | 17,404 | $117.04 |
| Q4 2018 | -77,215 | Reduce 40.57% | 113,095 | $110.47 |
| Q3 2018 | +63,807 | Add 50.44% | 190,310 | $132.65 |
| Q2 2018 | +126,503 | New Buy | 126,503 | $133.40 |
| Q1 2018 | -81,265 | Sold Out | 0 | $0.00 |
| Q4 2017 | -140,761 | Reduce 63.40% | 81,265 | $155.95 |
| Q3 2017 | -41,190 | Reduce 15.65% | 222,026 | $153.61 |
| Q2 2017 | +133,550 | Add 103.00% | 263,216 | $164.54 |
| Q1 2017 | -147,391 | Reduce 53.20% | 129,666 | $148.26 |
| Q4 2016 | +41,832 | Add 17.78% | 277,057 | $140.45 |
| Q3 2016 | +53,847 | Add 29.69% | 235,225 | $166.75 |
| Q2 2016 | -185,860 | Reduce 50.61% | 181,378 | $186.65 |
| Q1 2016 | +320,323 | Add 682.77% | 367,238 | $157.25 |
| Q4 2015 | -233,543 | Reduce 83.27% | 46,915 | $197.23 |
| Q3 2015 | +50,576 | Add 22.00% | 280,458 | $185.03 |
| Q2 2015 | +228,180 | Add 13406.58% | 229,882 | $224.81 |
| Q1 2015 | +1,702 | New Buy | 1,702 | $226.20 |
| Q3 2014 | -20,104 | Sold Out | 0 | $0.00 |
| Q2 2014 | -24,053 | Reduce 54.47% | 20,104 | $186.23 |
| Q1 2014 | +22,799 | Add 106.75% | 44,157 | $176.57 |
| Q4 2013 | -18,056 | Reduce 45.81% | 21,358 | $161.39 |
| Q3 2013 | +22,331 | Add 130.72% | 39,414 | $128.30 |
| Q2 2013 | +17,083 | Add 0.00% | 17,083 | $114.50 |
Joel Greenblatt's McKesson Corporation Investment FAQs
Joel Greenblatt first purchased McKesson Corporation (MCK) in Q2 2013, acquiring 17,083 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held McKesson Corporation (MCK) for 50 quarters since Q2 2013.
Joel Greenblatt's largest addition to McKesson Corporation (MCK) was in Q1 2016, adding 367,238 shares worth $57.75 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 40,277 shares of McKesson Corporation (MCK), valued at approximately $33.04 M.
As of the Q4 2025 filing, McKesson Corporation (MCK) represents approximately 0.12% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in McKesson Corporation (MCK) was 367,238 shares, as reported at the end of Q1 2016.