C.T. Fitzpatrick - Vulcan Value Partners,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  McKesson Corp. (MCK)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q1 0 0.00 Sell 100.00% 2.43 SEC
2019   Q4 2,278,129 2.43 Reduce 27.01% 0.97 $138.32 $315,111,000 SEC
2019   Q3 3,121,011 3.61 Reduce 21.92% 1.05 $136.66 $426,517,000 SEC
2019   Q2 3,997,448 4.78 Reduce 5.24% 0.22 $134.39 $537,217,000 SEC
2019   Q1 4,218,301 4.26 Reduce 6.08% 0.28 $117.06 $493,794,000 SEC
2018   Q4 4,491,391 4.57 Reduce 17.12% 0.90 $110.47 $496,164,000 SEC
2018   Q3 5,418,972 5.25 Add 43.81% 1.60 $132.65 $718,827,000 SEC
2018   Q2 3,768,099 4.02 Add 7.81% 0.29 $133.40 $502,664,000 SEC
2018   Q1 3,495,009 3.98 Reduce 3.25% 0.15 $140.87 $492,342,000 SEC
2017   Q4 3,612,389 4.67 Add 9.24% 0.39 $155.95 $563,352,000 SEC
2017   Q3 3,306,897 4.47 Add 1.21% 0.05 $153.61 $507,972,000 SEC
2017   Q2 3,267,211 4.92 Reduce 3.93% 0.18 $164.54 $537,587,000 SEC
2017   Q1 3,400,880 4.48 Reduce 1.74% 0.08 $148.26 $504,214,000 SEC
2016   Q4 3,461,194 4.47 Add 105.32% 2.29 $140.45 $486,125,000 SEC
2016   Q3 1,685,727 2.62 Buy 2.62 $166.75 $281,095,000 SEC