JACOBS LEVY EQUITY MANAGEMENT, INC MCK — MCKESSON HBOC INC COM

Ownership history in JACOBS LEVY EQUITY MANAGEMENT, INC  ·  92 quarters on record

AI Ownership Summary

JACOBS LEVY EQUITY MANAGEMENT, INC reported MCKESSON HBOC INC COM (MCK) in 92 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.39% in 2025 Q1. The latest visible filing shows MCK at 1.09% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JACOBS LEVY EQUITY MANAGEMENT, INC's position in MCKESSON HBOC INC COM, 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 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% in 2025 Q1

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.

MCK stock page JACOBS LEVY EQUITY MANAGEMENT, INC fund profile JACOBS LEVY EQUITY MANAGEMENT, INC full holdings
How JACOBS LEVY EQUITY MANAGEMENT, INC held MCK — position size vs. price
% of Fund (quarterly)    MCK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 18.8% +5.6% ❌ 345,294 -80,005 -18.8% 1.09% $283.2M 2026-02-14 (Est.) $933.97
2025 Q3 REDUCED 5.4% +7.6% ❌ 425,299 -24,257 -5.4% 1.31% $328.6M 2025-11-17 $853.72
2025 Q2 REDUCED 13.8% +4.1% ❌ 449,556 -71,758 -13.8% 1.29% $329.4M 2025-08-14 $671.83
2025 Q1 REDUCED 14.5% +9.0% ❌ 521,314 -88,729 -14.5% 1.39% $350.8M 2025-05-15 $703.98
2024 Q4 ADDED — — — 610,043 +16,102 +2.7% 1.23% $347.7M 2025-02-14 $590.70
2024 Q3 ADDED — — — 593,941 +50,147 +9.2% 1.13% $293.7M 2024-11-14 $606.40
2024 Q2 ADDED — — — 543,794 +36,112 +7.1% 1.31% $317.6M 2024-08-14 $548.72
2024 Q1 ADDED — — — 507,682 +19,112 +3.9% 1.22% $272.5M 2024-05-15 $546.86
2023 Q4 ADDED — — — 488,570 +13,845 +2.9% 1.14% $226.2M 2024-02-14 $496.34
83 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MCK

As of 2026 Q1 — sorted by position size

LYNWOOD PRICE CAPITAL MANAGEMENT LP 10.88% SCHARF INVESTMENTS, LLC 3Y 7Y 5.91% Tortuga Wealth Management, Inc 5.72% James Hambro & Partners LLP 3Y 7Y 4.42% Raub Brock Capital Management LP 3Y 7Y 3.68% MEYER HANDELMAN CO 3Y 7Y 2.76% Greater Midwest Financial Group, LLC 2.72% William B. Walkup & Associates, Inc. 2.71% Sivik Global Healthcare LLC 3Y 7Y 2.63% TILIA FIDUCIARY PARTNERS, INC. 3Y 2.46%

FAQ About JACOBS LEVY EQUITY MANAGEMENT, INC and MCK

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

How long has JACOBS LEVY EQUITY MANAGEMENT, INC reported owning MCK?

JACOBS LEVY EQUITY MANAGEMENT, INC reported MCK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCK position in JACOBS LEVY EQUITY MANAGEMENT, INC's portfolio?

The largest reported portfolio weight for MCK was 1.39% in 2025 Q1.

What is the latest reported MCK position on this page?

The most recent filing on this page is 2025 Q4, when JACOBS LEVY EQUITY MANAGEMENT, INC reported 345,294 shares, equal to 1.09% of portfolio, with an estimated market value of $283.2M.

What does the chart on this MCK ownership page compare?

The chart compares JACOBS LEVY EQUITY MANAGEMENT, INC'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.

How well did JACOBS LEVY EQUITY MANAGEMENT, INC time their MCK position?

Based on 13F filing dates vs. subsequent MCK price moves, JACOBS LEVY EQUITY MANAGEMENT, INC correctly timed 47 out of 91 reported position changes (52%). The annualised alpha on MCK relative to SPY over the holding period was +8.8%.

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