Leuthold Group’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
$14M Buy
16,156
+148
+0.9% +$132K 1.49% 9
2025
Q4
$13.1M Buy
16,008
+10
+0.1% +$8.16K 1.42% 11
2025
Q3
$12.4M Buy
15,998
+545
+4% +$384K 1.35% 13
2025
Q2
$11.3M Sell
15,453
-287
-2% -$203K 1.35% 13
2025
Q1
$10.6M Sell
15,740
-1,079
-6% -$667K 1.38% 11
2024
Q4
$9.59M Sell
16,819
-611
-4% -$342K 1.15% 18
2024
Q3
$8.62M Sell
17,430
-477
-3% -$266K 0.96% 33
2024
Q2
$10.5M Sell
17,907
-161
-0.9% -$89.6K 1.21% 21
2024
Q1
$9.7M Sell
18,068
-37
-0.2% -$18.8K 1.09% 22
2023
Q4
$8.38M Sell
18,105
-10
-0.1% -$4.55K 1.05% 23
2023
Q3
$7.88M Buy
18,115
+5,854
+48% +$2.47M 1.1% 23
2023
Q2
$5.24M Buy
12,261
+5,891
+92% +$2.26M 0.68% 51
2023
Q1
$2.27M Sell
6,370
-130
-2% -$47K 0.3% 123
2022
Q4
$2.44M Sell
6,500
-246
-4% -$91.8K 0.33% 114
2022
Q3
$2.29M Buy
+6,746
New +$2.34M 0.35% 111
2021
Q2
Sell
-13,622
Closed -$2.66M 187
2021
Q1
$2.66M Sell
13,622
-2,984
-18% -$545K 0.34% 108
2020
Q4
$2.89M Buy
16,606
+14,615
+734% +$2.43M 0.38% 92
2020
Q3
$297K Sell
1,991
-55
-3% -$8.35K 0.04% 148
2020
Q2
$314K Sell
2,046
-80
-4% -$11.6K 0.05% 127
2020
Q1
$288K Sell
2,126
-198
-9% -$29K 0.05% 131
2019
Q4
$321K Buy
+2,324
New +$328K 0.04% 143
2018
Q3
Sell
-6,398
Closed -$853K 204
2018
Q2
$853K Sell
6,398
-33,094
-84% -$4.84M 0.09% 141
2018
Q1
$5.56M Buy
+39,492
New +$6.15M 0.63% 54
2016
Q4
Sell
-61,137
Closed -$10.2M 229
2016
Q3
$10.2M Sell
61,137
-1,962
-3% -$366K 1.07% 13
2016
Q2
$11.8M Buy
63,099
+7,619
+14% +$1.34M 1.25% 8
2016
Q1
$8.72M Buy
55,480
+8,424
+18% +$1.36M 0.95% 24
2015
Q4
$9.28M Buy
47,056
+10,377
+28% +$1.96M 0.97% 22
2015
Q3
$6.79M Buy
36,679
+13,190
+56% +$2.8M 0.72% 45
2015
Q2
$5.28M Buy
+23,489
New +$5.43M 0.49% 77
2014
Q2
Sell
-111,293
Closed -$19.7M 212
2014
Q1
$19.7M Sell
111,293
-1,282
-1% -$224K 1.74% 6
2013
Q4
$18.2M Buy
112,575
+25,582
+29% +$3.93M 1.63% 6
2013
Q3
$11.2M Buy
+86,993
New +$10.7M 1.03% 12

Other funds holding MCK

Leuthold Group's MCK Position: Q1 2026 in Review

Leuthold Group increased its McKesson (MCK) stake by 0.92% in Q1 2026, buying an estimated $132K and bringing the position to 16,156 shares worth $14M. The position accounts for 1.49% of the portfolio, ranked #9.

Leuthold Group first reported a position in MCK in Q3 2013 and has held it in 32 quarters since. The position peaked at $19.7M in Q1 2014. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Leuthold Group held 16,156 shares of McKesson worth $14M as of Q1 2026.
  • Leuthold Group bought 148 McKesson shares in Q1 2026, an estimated $132K.
  • McKesson made up 1.49% of Leuthold Group's portfolio in Q1 2026, its #9 holding.
  • Leuthold Group first reported a position in McKesson in Q3 2013 and has held it in 32 quarters since.
  • Leuthold Group's McKesson position peaked at $19.7M in Q1 2014.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.