Schwerin Boyle Capital Management’s McKesson MCK Stock Holding History

Schwerin Boyle Capital Management’s Portfolio MCK Stock Details MCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.3M	Sell	23,550 -5,470	-19%	-$4.01M	1.92%	17
2025 Q1	$19.5M	Hold	29,020	–	–	2.01%	16
2024 Q4	$16.5M	Hold	29,020	–	–	1.7%	19
2024 Q3	$14.3M	Hold	29,020	–	–	1.5%	21
2024 Q2	$16.9M	Hold	29,020	–	–	1.78%	19
2024 Q1	$15.6M	Hold	29,020	–	–	1.55%	22
2023 Q4	$13.4M	Sell	29,020 -6,300	-18%	-$2.92M	1.5%	22
2023 Q3	$15.4M	Sell	35,320 -5,000	-12%	-$2.17M	1.8%	20
2023 Q2	$17.2M	Sell	40,320 -5,680	-12%	-$2.43M	1.63%	20
2023 Q1	$16.4M	Hold	46,000	–	–	1.68%	18
2022 Q4	$17.3M	Hold	46,000	–	–	1.74%	19
2022 Q3	$15.6M	Hold	46,000	–	–	1.7%	20
2022 Q2	$15M	Hold	46,000	–	–	1.53%	22
2022 Q1	$14.1M	Hold	46,000	–	–	1.17%	25
2021 Q4	$11.4M	Hold	46,000	–	–	0.93%	27
2021 Q3	$9.17M	Hold	46,000	–	–	0.77%	33
2021 Q2	$8.8M	Hold	46,000	–	–	0.73%	33
2021 Q1	$8.97M	Hold	46,000	–	–	0.8%	32
2020 Q4	$8M	Hold	46,000	–	–	0.75%	36
2020 Q3	$6.85M	Hold	46,000	–	–	0.79%	33
2020 Q2	$7.06M	Hold	46,000	–	–	0.89%	31
2020 Q1	$6.22M	Hold	46,000	–	–	0.87%	33
2019 Q4	$6.36M	Hold	46,000	–	–	0.61%	40
2019 Q3	$6.29M	Hold	46,000	–	–	0.65%	40
2019 Q2	$6.18M	Hold	46,000	–	–	0.65%	38
2019 Q1	$5.39M	Buy	46,000 +29,000	+171%	+$3.39M	0.59%	40
2018 Q4	$1.88M	Sell	17,000 -34,000	-67%	-$3.76M	0.24%	52
2018 Q3	$6.77M	Hold	51,000	–	–	0.72%	40
2018 Q2	$6.8M	Hold	51,000	–	–	0.75%	40
2018 Q1	$7.18M	Sell	51,000 -130	-0.3%	-$18.3K	0.79%	37
2017 Q4	$7.97M	Buy	51,130 +130	+0.3%	+$20.3K	0.87%	34
2017 Q3	$7.83M	Hold	51,000	–	–	0.88%	33
2017 Q2	$8.39M	Hold	51,000	–	–	0.99%	32
2017 Q1	$7.56M	Buy	51,000 +26,000	+104%	+$3.85M	0.93%	36
2016 Q4	$3.51M	Hold	25,000	–	–	0.43%	47
2016 Q3	$4.17M	Buy	25,000 +8,000	+47%	+$1.33M	0.58%	44
2016 Q2	$3.17M	Hold	17,000	–	–	0.46%	47
2016 Q1	$2.67M	Hold	17,000	–	–	0.38%	51
2015 Q4	$3.35M	Hold	17,000	–	–	0.47%	49
2015 Q3	$3.15M	Hold	17,000	–	–	0.45%	50
2015 Q2	$3.82M	Hold	17,000	–	–	0.5%	44
2015 Q1	$3.85M	Hold	17,000	–	–	0.54%	44
2014 Q4	$3.53M	Sell	17,000 -15,400	-48%	-$3.2M	0.48%	46
2014 Q3	$6.31M	Hold	32,400	–	–	0.88%	34
2014 Q2	$6.03M	Hold	32,400	–	–	0.87%	33
2014 Q1	$5.72M	Hold	32,400	–	–	0.82%	34
2013 Q4	$5.23M	Hold	32,400	–	–	0.73%	36
2013 Q3	$4.16M	Hold	32,400	–	–	0.63%	39
2013 Q2	$3.71M	Buy	+32,400	New	+$3.71M	0.6%	39