Joel Greenblatt’s MCK Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q1 2016
+320,323 Shares
Current Position
38,428 Shares
$29.69 M Value

Joel Greenblatt's MCK Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 38,428 shares of McKesson Corporation (MCK) worth $29.69 M, representing 0.13% 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

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +17,084 Add 0.00% 17,083 $114.50
Q3 2013 +22,331 Add 130.72% 39,414 $128.30
Q4 2013 -18,056 Reduce 45.81% 21,358 $161.39
Q1 2014 +22,799 Add 106.75% 44,157 $176.57
Q2 2014 -24,053 Reduce 54.47% 20,104 $186.23
Q3 2014 -20,104 Sold Out 20,104 $0.00
Q1 2015 +1,702 New Buy 1,702 $226.20
Q2 2015 +228,180 Add 13406.58% 229,882 $224.81
Q3 2015 +50,576 Add 22.00% 280,458 $185.03
Q4 2015 -233,543 Reduce 83.27% 46,915 $197.23
Q1 2016 +320,323 Add 682.77% 367,238 $157.25
Q2 2016 -185,860 Reduce 50.61% 181,378 $186.65
Q3 2016 +53,847 Add 29.69% 235,225 $166.75
Q4 2016 +41,832 Add 17.78% 277,057 $140.45
Q1 2017 -147,391 Reduce 53.20% 129,666 $148.26
Q2 2017 +133,550 Add 103.00% 263,216 $164.54
Q3 2017 -41,190 Reduce 15.65% 222,026 $153.61
Q4 2017 -140,761 Reduce 63.40% 81,265 $155.95
Q1 2018 -81,265 Sold Out 81,265 $0.00
Q2 2018 +126,503 New Buy 126,503 $133.40
Q3 2018 +63,807 Add 50.44% 190,310 $132.65
Q4 2018 -77,215 Reduce 40.57% 113,095 $110.47
Q1 2019 -95,691 Reduce 84.61% 17,404 $117.04
Q2 2019 +127,340 Add 731.67% 144,744 $134.39
Q3 2019 +76,249 Add 52.68% 220,993 $136.66
Q4 2019 -182,632 Reduce 82.64% 38,361 $138.32
Q1 2020 -18,785 Reduce 48.97% 19,576 $135.27
Q2 2020 -2,524 Reduce 12.89% 17,052 $153.41
Q3 2020 +9,363 Add 54.91% 26,415 $148.93
Q4 2020 -7,070 Reduce 26.77% 19,345 $173.90
Q1 2021 +3,096 Add 16.00% 22,441 $195.04
Q2 2021 +9,336 Add 41.60% 31,777 $191.24
Q3 2021 +702 Add 2.21% 32,479 $199.39
Q4 2021 +14,938 Add 45.99% 47,417 $248.56
Q1 2022 -12,403 Reduce 26.16% 35,014 $306.13
Q2 2022 -6,929 Reduce 19.79% 28,085 $326.22
Q3 2022 -4,406 Reduce 15.69% 23,679 $339.88
Q4 2022 -4,631 Reduce 19.56% 19,048 $375.12
Q1 2023 -3,480 Reduce 18.27% 15,568 $356.05
Q2 2023 -2,458 Reduce 15.79% 13,110 $427.31
Q3 2023 -1,143 Reduce 8.72% 11,967 $434.85
Q4 2023 +4,700 Add 39.27% 16,667 $462.98
Q1 2024 +1,206 Add 7.24% 17,873 $536.85
Q2 2024 +2,818 Add 15.77% 20,691 $584.04
Q3 2024 +9,118 Add 44.07% 29,809 $494.42
Q4 2024 +537 Add 1.80% 30,346 $569.91
Q1 2025 -3,576 Reduce 11.78% 26,770 $672.99
Q2 2025 +9,741 Add 36.39% 36,511 $732.78
Q3 2025 +1,917 Add 5.25% 38,428 $772.54

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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to McKesson Corporation (MCK) was in Q1 2016, adding 367,238 shares worth $57.75 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 38,428 shares of McKesson Corporation (MCK), valued at approximately $29.69 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, McKesson Corporation (MCK) represents approximately 0.13% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's peak holding in McKesson Corporation (MCK) was 367,238 shares, as reported at the end of Q1 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.