Jacobs Levy Equity Management’s McKesson MCK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $229M | Sell |
265,107
-80,187
| -23% | -$71.6M | 0.96% | 17 |
|
|
2025
Q4 | $283M | Sell |
345,294
-80,005
| -19% | -$65.3M | 1.09% | 14 |
|
|
2025
Q3 | $329M | Sell |
425,299
-24,257
| -5% | -$17.1M | 1.31% | 11 |
|
|
2025
Q2 | $329M | Sell |
449,556
-71,758
| -14% | -$50.6M | 1.29% | 10 |
|
|
2025
Q1 | $351M | Sell |
521,314
-88,729
| -15% | -$54.9M | 1.39% | 8 |
|
|
2024
Q4 | $348M | Buy |
610,043
+16,102
| +3% | +$9.02M | 1.23% | 10 |
|
|
2024
Q3 | $294M | Buy |
593,941
+50,147
| +9% | +$27.9M | 1.13% | 7 |
|
|
2024
Q2 | $318M | Buy |
543,794
+36,112
| +7% | +$20.1M | 1.31% | 7 |
|
|
2024
Q1 | $273M | Buy |
507,682
+19,112
| +4% | +$9.7M | 1.22% | 9 |
|
|
2023
Q4 | $226M | Buy |
488,570
+13,845
| +3% | +$6.3M | 1.14% | 11 |
|
|
2023
Q3 | $206M | Buy |
474,725
+7,566
| +2% | +$3.19M | 1.22% | 10 |
|
|
2023
Q2 | $200M | Buy |
467,159
+17,813
| +4% | +$6.85M | 1.15% | 9 |
|
|
2023
Q1 | $160M | Buy |
449,346
+40,679
| +10% | +$14.7M | 0.98% | 14 |
|
|
2022
Q4 | $153M | Buy |
408,667
+70,329
| +21% | +$26.2M | 1.04% | 11 |
|
|
2022
Q3 | $115M | Sell |
338,338
-136,845
| -29% | -$47.5M | 0.91% | 14 |
|
|
2022
Q2 | $155M | Sell |
475,183
-96,124
| -17% | -$30.8M | 1.2% | 7 |
|
|
2022
Q1 | $175M | Sell |
571,307
-18,433
| -3% | -$5.01M | 1.18% | 6 |
|
|
2021
Q4 | $147M | Sell |
589,740
-80,586
| -12% | -$17.7M | 0.98% | 10 |
|
|
2021
Q3 | $134M | Buy |
670,326
+13,571
| +2% | +$2.71M | 0.9% | 12 |
|
|
2021
Q2 | $126M | Buy |
656,755
+69,135
| +12% | +$13.4M | 0.85% | 13 |
|
|
2021
Q1 | $115M | Buy |
587,620
+8,580
| +1% | +$1.57M | 0.88% | 12 |
|
|
2020
Q4 | $101M | Sell |
579,040
-7,901
| -1% | -$1.32M | 0.88% | 10 |
|
|
2020
Q3 | $87.4M | Buy |
586,941
+33,723
| +6% | +$5.12M | 0.91% | 13 |
|
|
2020
Q2 | $84.9M | Buy |
553,218
+25,421
| +5% | +$3.67M | 0.92% | 10 |
|
|
2020
Q1 | $71.4M | Sell |
527,797
-74,221
| -12% | -$10.9M | 0.92% | 11 |
|
|
2019
Q4 | $83.3M | Buy |
602,018
+214,509
| +55% | +$30.3M | 0.82% | 15 |
|
|
2019
Q3 | $53M | Buy |
387,509
+79,359
| +26% | +$11.3M | 0.65% | 25 |
|
|
2019
Q2 | $41.4M | Buy |
308,150
+105,600
| +52% | +$13.2M | 0.57% | 30 |
|
|
2019
Q1 | $23.7M | Buy |
202,550
+200,530
| +9,927% | +$24.8M | 0.34% | 69 |
|
|
2018
Q4 | $223K | Buy |
+2,020
| New | +$252K | ﹤0.01% | 853 |
|
|
2018
Q3 | – | Sell |
-35,490
| Closed | -$4.73M | – | 1041 |
|
|
2018
Q2 | $4.73M | Buy |
35,490
+22,220
| +167% | +$3.25M | 0.07% | 320 |
|
|
2018
Q1 | $1.87M | Sell |
13,270
-165,972
| -93% | -$25.9M | 0.03% | 494 |
|
|
2017
Q4 | $28M | Sell |
179,242
-4,720
| -3% | -$699K | 0.49% | 38 |
|
|
2017
Q3 | $28.3M | Buy |
183,962
+19,305
| +12% | +$3.01M | 0.55% | 32 |
|
|
2017
Q2 | $27.1M | Sell |
164,657
-37,841
| -19% | -$5.74M | 0.58% | 25 |
|
|
2017
Q1 | $30M | Sell |
202,498
-28,811
| -12% | -$4.22M | 0.61% | 25 |
|
|
2016
Q4 | $32.5M | Buy |
231,309
+15,089
| +7% | +$2.22M | 0.63% | 25 |
|
|
2016
Q3 | $36.1M | Buy |
216,220
+34,627
| +19% | +$6.45M | 0.64% | 24 |
|
|
2016
Q2 | $33.9M | Sell |
181,593
-3,884
| -2% | -$681K | 0.7% | 15 |
|
|
2016
Q1 | $29.2M | Sell |
185,477
-30,539
| -14% | -$4.93M | 0.62% | 26 |
|
|
2015
Q4 | $42.6M | Buy |
216,016
+18,299
| +9% | +$3.45M | 0.85% | 22 |
|
|
2015
Q3 | $36.6M | Buy |
197,717
+2,582
| +1% | +$547K | 0.75% | 23 |
|
|
2015
Q2 | $43.9M | Sell |
195,135
-32,334
| -14% | -$7.48M | 0.83% | 21 |
|
|
2015
Q1 | $51.5M | Buy |
227,469
+8,347
| +4% | +$1.85M | 0.88% | 20 |
|
|
2014
Q4 | $45.5M | Sell |
219,122
-22,484
| -9% | -$4.57M | 0.78% | 22 |
|
|
2014
Q3 | $47M | Buy |
241,606
+3,186
| +1% | +$613K | 0.79% | 23 |
|
|
2014
Q2 | $44.4M | Sell |
238,420
-4,987
| -2% | -$887K | 0.73% | 23 |
|
|
2014
Q1 | $43M | Sell |
243,407
-3,089
| -1% | -$540K | 0.72% | 25 |
|
|
2013
Q4 | $39.8M | Buy |
246,496
+222,986
| +948% | +$34.2M | 0.6% | 33 |
|
|
2013
Q3 | $3.02M | Buy |
23,510
+18,130
| +337% | +$2.23M | 0.05% | 359 |
|
|
2013
Q2 | $616K | Buy |
+5,380
| New | +$599K | 0.01% | 681 |
|
Other funds holding MCK
VCM
VPM
Jacobs Levy Equity Management's MCK Position: Q1 2026 in Review
Jacobs Levy Equity Management reduced its McKesson (MCK) stake by 23% in Q1 2026, selling an estimated $71.6M and leaving 265,107 shares worth $229M. The position accounts for 0.96% of the portfolio, ranked #17.
Jacobs Levy Equity Management first reported a position in MCK in Q2 2013 and has held it in 51 quarters since. The position peaked at $351M in Q1 2025. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.
- Jacobs Levy Equity Management held 265,107 shares of McKesson worth $229M as of Q1 2026.
- Jacobs Levy Equity Management sold 80,187 McKesson shares in Q1 2026, an estimated $71.6M.
- McKesson made up 0.96% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #17 holding.
- Jacobs Levy Equity Management first reported a position in McKesson in Q2 2013 and has held it in 51 quarters since.
- Jacobs Levy Equity Management's McKesson position peaked at $351M in Q1 2025.
- 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.
Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.