MCK — MCKESSON CORP COM

Name: MCK Ownership History — Halpern Financial, Inc.
Creator: 13Foresight
License: https://creativecommons.org/licenses/by/4.0/

Ownership history in Halpern Financial, Inc. · 1 quarter on record

This page tracks every 13F SEC filing in which Halpern Financial, Inc. reported a position in MCKESSON CORP COM (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.

% of Fund (quarterly) MCK price (monthly, adj. close)

📋 Quarterly Holdings History 1 quarter ▾

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2024 Q2	INITIATED	10	—	—	0.00%	$6K	—

🏢 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%

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