MCK β€” MCKESSON CORP

Ownership history in Bey-Douglas LLC  Β·  9 quarters on record

AI Ownership Summary

Bey-Douglas LLC reported MCKESSON CORP (MCK) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.83% in 2025 Q4. The latest visible filing shows MCK at 3.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MCK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bey-Douglas LLC's position in MCKESSON CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MCK was reported at 3.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.83% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bey-Douglas LLC held MCK β€” position size vs. price
% of Fund (quarterly)    MCK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 5,833 +15 +0.3% 3.83% $4.8M 2026-02-14 (Est.) $933.97
2025 Q3 ADDED 5,818 +653 +12.6% 3.34% $4.5M 2025-10-30 $824.08
2025 Q2 ADDED 5,165 +1,467 +39.7% 2.26% $3.8M 2025-07-24 $708.09
2025 Q1 REDUCED 3,698 -13 -0.4% 2.27% $2.5M 2025-05-15 $703.98
2024 Q4 REDUCED 3,711 -18 -0.5% 1.82% $2.1M 2025-01-30 $601.55
2024 Q3 ADDED 3,729 +14 +0.4% 1.62% $1.8M 2024-11-12 $613.85
2024 Q2 ADDED 3,715 +44 +1.2% 1.99% $2.2M 2024-07-19 $575.82
2024 Q1 ADDED 3,671 +1,020 +38.5% 1.89% $2.0M 2024-05-07 $541.10
2023 Q4 INITIATED 2,651 β€” β€” 1.26% $1.2M 2024-02-08 $489.44

🏒 Other funds also holding MCK

As of 2026 Q1 β€” sorted by position size

Adelphi Trust Co 0.79% BEACON FINANCIAL GROUP 3Y 7Y 0.44%

FAQ About Bey-Douglas LLC and MCK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bey-Douglas LLC reported owning MCK?

Bey-Douglas LLC reported MCK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCK position in Bey-Douglas LLC's portfolio?

The largest reported portfolio weight for MCK was 3.83% in 2025 Q4.

What is the latest reported MCK position on this page?

The most recent filing on this page is 2025 Q4, when Bey-Douglas LLC reported 5,833 shares, equal to 3.83% of portfolio, with an estimated market value of $4.8M.

What does the chart on this MCK ownership page compare?

The chart compares Bey-Douglas LLC's quarterly MCK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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