Larry Robbins's MCK Position Overview
Larry Robbins (via Glenview Capital Management, LLC) currently holds 56,469 shares of McKesson Corporation (MCK) worth $43.62 M, representing 0.97% 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, Larry Robbins has maintained a long-term strategic position in MCK, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2017, adding 1.53 M shares. Largest reduction occurred in Q1 2020, reducing 2.07 M shares.
Analysis based on 13F filings available since 2013 Q2
Larry Robbins's McKesson Corporation (MCK) Holding Value Over Time
Track share changes against reported price movement
Quarterly McKesson Corporation (MCK) Trades by Larry Robbins
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +4.26 M | Add 0.00% | 4.26 M | $114.50 |
| Q3 2013 | +349,236 | Add 8.19% | 4.61 M | $128.30 |
| Q4 2013 | -1.56 M | Reduce 33.86% | 3.05 M | $161.40 |
| Q1 2014 | -642,375 | Reduce 21.06% | 2.41 M | $176.57 |
| Q2 2014 | +429,116 | Add 17.82% | 2.84 M | $186.21 |
| Q3 2014 | -970,700 | Reduce 34.21% | 1.87 M | $194.67 |
| Q4 2014 | -514,506 | Reduce 27.56% | 1.35 M | $207.58 |
| Q1 2015 | -108,500 | Reduce 8.02% | 1.24 M | $226.20 |
| Q2 2015 | -218,211 | Reduce 17.54% | 1.03 M | $224.81 |
| Q3 2015 | +784,500 | Add 76.48% | 1.81 M | $185.03 |
| Q4 2015 | +382,592 | Add 21.13% | 2.19 M | $197.23 |
| Q1 2016 | -1.27 M | Reduce 57.71% | 927,411 | $157.25 |
| Q2 2016 | -927,411 | Sold Out | 927,411 | $0.00 |
| Q4 2016 | +683,516 | New Buy | 683,516 | $140.45 |
| Q1 2017 | +234,260 | Add 34.27% | 917,776 | $148.26 |
| Q2 2017 | +270,052 | Add 29.42% | 1.19 M | $164.54 |
| Q3 2017 | +1.53 M | Add 129.06% | 2.72 M | $153.61 |
| Q4 2017 | +1.08 M | Add 39.73% | 3.8 M | $155.95 |
| Q1 2018 | +596,305 | Add 15.68% | 4.4 M | $140.87 |
| Q2 2018 | +312,273 | Add 7.10% | 4.71 M | $133.40 |
| Q3 2018 | +157,047 | Add 3.33% | 4.87 M | $132.65 |
| Q4 2018 | -346,705 | Reduce 7.12% | 4.52 M | $110.47 |
| Q1 2019 | +398,021 | Add 8.80% | 4.92 M | $117.06 |
| Q2 2019 | -413,288 | Reduce 8.40% | 4.51 M | $134.39 |
| Q3 2019 | -501,001 | Reduce 11.12% | 4 M | $136.66 |
| Q4 2019 | -292,029 | Reduce 7.29% | 3.71 M | $138.32 |
| Q1 2020 | -2.07 M | Reduce 55.77% | 1.64 M | $135.26 |
| Q2 2020 | -423,430 | Reduce 25.79% | 1.22 M | $153.42 |
| Q3 2020 | +48,555 | Add 3.98% | 1.27 M | $148.93 |
| Q4 2020 | -99,570 | Reduce 7.86% | 1.17 M | $173.92 |
| Q1 2021 | +593,016 | Add 50.79% | 1.76 M | $195.04 |
| Q2 2021 | -278,635 | Reduce 15.83% | 1.48 M | $191.24 |
| Q3 2021 | +248,972 | Add 16.80% | 1.73 M | $199.38 |
| Q4 2021 | -191,190 | Reduce 11.04% | 1.54 M | $248.57 |
| Q1 2022 | -603,811 | Reduce 39.21% | 936,041 | $306.13 |
| Q2 2022 | -210,202 | Reduce 22.46% | 725,839 | $326.21 |
| Q3 2022 | -73,040 | Reduce 10.06% | 652,799 | $339.87 |
| Q4 2022 | -2,156 | Reduce 0.33% | 650,643 | $375.12 |
| Q1 2023 | -10,706 | Reduce 1.65% | 639,937 | $356.05 |
| Q2 2023 | -261,744 | Reduce 40.90% | 378,193 | $427.31 |
| Q3 2023 | -20,118 | Reduce 5.32% | 358,075 | $434.85 |
| Q4 2023 | -31,179 | Reduce 8.71% | 326,896 | $462.98 |
| Q1 2024 | -38,935 | Reduce 11.91% | 287,961 | $536.85 |
| Q2 2024 | -22,244 | Reduce 7.72% | 265,717 | $584.04 |
| Q3 2024 | +1,228 | Add 0.46% | 266,945 | $494.42 |
| Q4 2024 | -115,327 | Reduce 43.20% | 151,618 | $569.91 |
| Q1 2025 | -69,766 | Reduce 46.01% | 81,852 | $672.99 |
| Q2 2025 | -56,268 | Reduce 68.74% | 25,584 | $732.78 |
| Q3 2025 | +30,885 | Add 120.72% | 56,469 | $772.54 |
Larry Robbins's McKesson Corporation Investment FAQs
Larry Robbins first purchased McKesson Corporation (MCK) in Q2 2013, acquiring 4,263,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins has held McKesson Corporation (MCK) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins's largest addition to McKesson Corporation (MCK) was in Q2 2013, adding 4,263,700 shares worth $488.19 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Larry Robbins's firm, Glenview Capital Management, LLC, owns 56,469 shares of McKesson Corporation (MCK), valued at approximately $43.62 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 0.97% of Larry Robbins'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.
Larry Robbins's peak holding in McKesson Corporation (MCK) was 4,918,907 shares, as reported at the end of Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.