Ronald Muhlenkamp's MCK Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 27,193 shares of McKesson Corporation (MCK) worth $22.31 M, representing 6.00% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Ronald Muhlenkamp has maintained a strategic position in MCK, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2016, adding 26,014 shares. Largest reduction occurred in Q2 2022, reducing 27,661 shares.
Analysis based on 13F filings available since 2013 Q2
Ronald Muhlenkamp's McKesson Corporation (MCK) Holding Value Over Time
Track share changes against reported price movement
Quarterly McKesson Corporation (MCK) Trades by Ronald Muhlenkamp
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +85 | Add 0.31% | 27,193 | $820.29 |
| Q3 2025 | +24 | Add 0.09% | 27,108 | $772.55 |
| Q2 2025 | -11,505 | Reduce 29.81% | 27,084 | $732.79 |
| Q1 2025 | -72 | Reduce 0.19% | 38,589 | $672.99 |
| Q4 2024 | +54 | Add 0.14% | 38,661 | $569.91 |
| Q3 2024 | -29 | Reduce 0.08% | 38,607 | $494.42 |
| Q2 2024 | -55 | Reduce 0.14% | 38,636 | $584.04 |
| Q1 2024 | +209 | Add 0.54% | 38,691 | $536.85 |
| Q4 2023 | +215 | Add 0.56% | 38,482 | $462.98 |
| Q3 2023 | -58 | Reduce 0.15% | 38,267 | $434.85 |
| Q2 2023 | +38,326 | Add 0.00% | 38,325 | $427.31 |
| Q4 2022 | +40 | Add 0.10% | 38,249 | $375.12 |
| Q3 2022 | +285 | Add 0.75% | 38,209 | $339.87 |
| Q2 2022 | -27,661 | Reduce 42.18% | 37,924 | $326.21 |
| Q1 2022 | +85 | Add 0.13% | 65,585 | $306.14 |
| Q4 2021 | -48 | Reduce 0.07% | 65,500 | $248.56 |
| Q3 2021 | -83 | Reduce 0.13% | 65,548 | $199.38 |
| Q2 2021 | +83 | Add 0.13% | 65,631 | $191.24 |
| Q1 2021 | -5,507 | Reduce 7.75% | 65,548 | $203.12 |
| Q4 2020 | +204 | Add 0.29% | 71,055 | $173.92 |
| Q3 2020 | +312 | Add 0.44% | 70,851 | $148.93 |
| Q2 2020 | +70,540 | Add 0.00% | 70,539 | $153.42 |
| Q4 2019 | +3 | Add 0.00% | 70,541 | $138.32 |
| Q3 2019 | +1,110 | Add 1.60% | 70,538 | $136.66 |
| Q2 2019 | -172 | Reduce 0.25% | 69,428 | $134.38 |
| Q1 2019 | +69,601 | Add 0.00% | 69,600 | $117.05 |
| Q3 2018 | -348 | Reduce 0.49% | 70,742 | $132.65 |
| Q1 2018 | +1,143 | Add 1.63% | 71,090 | $140.86 |
| Q4 2017 | -1,009 | Reduce 1.42% | 69,947 | $155.95 |
| Q3 2017 | -409 | Reduce 0.57% | 70,956 | $153.62 |
| Q2 2017 | -65 | Reduce 0.09% | 71,365 | $164.53 |
| Q1 2017 | -337 | Reduce 0.47% | 71,430 | $148.26 |
| Q4 2016 | +26,014 | Add 56.86% | 71,767 | $140.45 |
| Q3 2016 | -430 | Reduce 0.93% | 45,753 | $166.74 |
| Q2 2016 | +46,183 | New Buy | 46,183 | $186.65 |
Ronald Muhlenkamp's McKesson Corporation Investment FAQs
Ronald Muhlenkamp first purchased McKesson Corporation (MCK) in Q2 2016, acquiring 46,183 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp has held McKesson Corporation (MCK) for 39 quarters since Q2 2016.
Ronald Muhlenkamp's largest addition to McKesson Corporation (MCK) was in Q2 2020, adding 70,539 shares worth $10.82 M.
According to the latest 13F filing for Q4 2025, Ronald Muhlenkamp's firm, Muhlenkamp & Co INC, owns 27,193 shares of McKesson Corporation (MCK), valued at approximately $22.31 M.
As of the Q4 2025 filing, McKesson Corporation (MCK) represents approximately 6.00% of Ronald Muhlenkamp's publicly disclosed stock portfolio, making it one of their key holdings.
Ronald Muhlenkamp's peak holding in McKesson Corporation (MCK) was 71,767 shares, as reported at the end of Q4 2016.