Muhlenkamp & Co Inc
- SEC CIK
- 0001133219
- Latest filing
- Aug 17, 2026
MCK holding history
McKesson Corp in every 13F filed by Muhlenkamp & Co Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MCK overviewAll 13F holders of MCKFull Q2 2026 holdings
- Shares (Q2 2026)
- 27,202
- Value
- $20.6M
- % of portfolio
- 6.0%
- Quarters held
- 21
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 27,202 | $20.6M | 6.0% | +33+0.1% | Added | Holders |
| Q1 2026 | 27,169 | $23.5M | 6.2% | −24−0.1% | Reduced | Holders |
| Q4 2025 | 27,193 | $22.3M | 6.0% | +85+0.3% | Added | Holders |
| Q3 2025 | 27,108 | $20.9M | 5.7% | +24+0.1% | Added | Holders |
| Q2 2025 | 27,084 | $19.8M | 6.2% | −11,505−29.8% | Reduced | Holders |
| Q1 2025 | 38,589 | $26.0M | 8.5% | −72−0.2% | Reduced | Holders |
| Q4 2024 | 38,661 | $22.0M | 6.7% | +54+0.1% | Added | Holders |
| Q3 2024 | 38,607 | $19.1M | 5.8% | −29−0.1% | Reduced | Holders |
| Q2 2024 | 38,636 | $22.6M | 7.0% | −55−0.1% | Reduced | Holders |
| Q1 2024 | 38,691 | $20.8M | 6.0% | +209+0.5% | Added | Holders |
| Q4 2023 | 38,482 | $17.8M | 5.8% | +215+0.6% | Added | Holders |
| Q3 2023 | 38,267 | $16.6M | 5.7% | −58−0.2% | Reduced | Holders |
| Q2 2023 | 38,325 | $16.4M | 5.8% | – | No prior filing | Holders |
| Q1 2023 | – | – | – | – | Not filed | Holders |
| Q4 2022 | 38,249 | $14.3M | 6.1% | +40+0.1% | Added | Holders |
| Q3 2022 | 38,209 | $13.0M | 5.8% | +285+0.8% | Added | Holders |
| Q2 2022 | 37,924 | $12.4M | 5.8% | −27,661−42.2% | Reduced | Holders |
| Q1 2022 | 65,585 | $20.1M | 7.0% | +85+0.1% | Added | Holders |
| Q4 2021 | 65,500 | $16.3M | 5.7% | −48−0.1% | Reduced | Holders |
| Q3 2021 | 65,548 | $13.1M | 5.0% | −83−0.1% | Reduced | Holders |
| Q2 2021 | 65,631 | $12.6M | 4.6% | +83+0.1% | Added | Holders |
| Q1 2021 | 65,548 | $13.3M | 4.9% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.