MCK — MCKESSON CORP

Ownership history in Caldwell Investment Management Ltd.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Caldwell Investment Management Ltd. reported a position in MCKESSON CORP (MCK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.8% (2022 Q4)
Avg. % of fund
1.18%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 2,200 — 0% 1.12% $1.8M $819.61
2025 Q3 ADDED 2,200 +1,000 +83.3% 1.10% $1.7M $771.18
2025 Q1 REDUCED 1,200 -1,300 -52.0% 0.59% $797K $670.34
2023 Q3 REDUCED 2,500 -2,050 -45.1% 1.05% $1.1M $430.05
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MCK price (monthly, adj. close)

Other funds also holding MCK

As of 2025 Q4 — sorted by position size

LYNWOOD PRICE CAPITAL MANAGEMENT LP 11.65% SurgoCap Partners LP 9.52% Horiko Capital Management LLC 3Y 7Y 8.23% MUHLENKAMP & CO INC 3Y 7Y 6.0% SCHARF INVESTMENTS, LLC 3Y 7Y 5.86% Settian Capital LP 3Y 5.25% FIRETRAIL INVESTMENTS PTY LTD 4.86% Bristol Gate Capital Partners Inc. 3Y 7Y 4.74% Councilmark Asset Management, LLC 4.29% Suncoast Equity Management 3Y 7Y 4.16%
← Back to Caldwell Investment Management Ltd. Holdings