Ronald Muhlenkamp
Muhlenkamp & Co
Ronald Muhlenkamp McKesson Corp stake
total: 196
Muhlenkamp & Co MCK trades
- Total transactions:
- 36
- New positions:
- 1
- Added:
- 16
- Reduced:
- 19
- Held since:
- 2016 Q2
- Held for:
- 37 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Ronald Muhlenkamp holds 27,169 McKesson Corp (MCK) shares with a market value of roughly $23.51M accounting for 6.19% of the overall portfolio. To date, the estimated cost basis is nearly $173.21 for "buy" trades and estimated average "sell" price is $394.18. Muhlenkamp & Co first purchased MCK in 2016 Q2, initially acquiring 46,183 shares. Since the initial investment in McKesson Corp (MCK), Muhlenkamp & Co has made 35 more transactions.
When did Ronald Muhlenkamp buy McKesson Corp (MCK)?
Ronald Muhlenkamp first invested in McKesson Corp (MCK) in 2016 Q2 at the reported quarter-end price of $186.65 per share.
What's the cost basis of Muhlenkamp & Co's MCK stake?
The estimated cost basis for McKesson Corp (MCK) stake is around $173.21 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $173.21
- Weighted AVG sell price:
- $394.18
Ronald Muhlenkamp's historical trades in McKesson Corp
36 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
6.19%
|
27,169
|
$865.36
|
$23,510,966
|
-0.09% (-24)
|
-0.01%
|
|
2025 Q4
|
6.00%
|
27,193
|
$820.29
|
$22,306,146
|
+0.31% (+85)
|
+0.02%
|
|
2025 Q3
|
5.69%
|
27,108
|
$772.55
|
$20,942,214
|
+0.09% (+24)
|
+0.01%
|
|
2025 Q2
|
6.19%
|
27,084
|
$732.79
|
$19,846,781
|
-29.81% (-11,505)
|
-2.76%
|
|
2025 Q1
|
8.50%
|
38,589
|
$672.99
|
$25,970,143
|
-0.19% (-72)
|
-0.01%
|
|
2024 Q4
|
6.69%
|
38,661
|
$569.91
|
$22,033,380
|
+0.14% (+54)
|
+0.01%
|
|
2024 Q3
|
5.85%
|
38,607
|
$494.42
|
$19,088,128
|
-0.08% (-29)
|
-0%
|
|
2024 Q2
|
7.04%
|
38,636
|
$584.04
|
$22,564,969
|
-0.14% (-55)
|
-0.01%
|
|
2024 Q1
|
6.03%
|
38,691
|
$536.85
|
$20,771,263
|
+0.54% (+209)
|
+0.03%
|
|
2023 Q4
|
5.83%
|
38,482
|
$462.98
|
$17,816,396
|
+0.56% (+215)
|
+0.03%
|
|
2023 Q3
|
5.74%
|
$434.85
|
-0.15% (-58)
|
|||
|
2023 Q2
|
5.80%
|
$427.31
|
+0.20% (+76)
|
|||
|
2022 Q4
|
6.08%
|
$375.12
|
+0.10% (+40)
|
|||
|
2022 Q3
|
5.80%
|
$339.87
|
+0.75% (+285)
|
|||
|
2022 Q2
|
5.79%
|
$326.21
|
-42.18% (-27,661)
|
|||
|
2022 Q1
|
6.99%
|
$306.14
|
+0.13% (+85)
|
|||
|
2021 Q4
|
5.67%
|
$248.56
|
-0.07% (-48)
|
|||
|
2021 Q3
|
5.02%
|
$199.38
|
-0.13% (-83)
|
|||
|
2021 Q2
|
4.60%
|
$191.24
|
+0.13% (+83)
|
|||
|
2021 Q1
|
4.92%
|
$203.12
|
-7.75% (-5,507)
|
|||
|
2020 Q4
|
4.97%
|
$173.92
|
+0.29% (+204)
|
|||
|
2020 Q3
|
5.46%
|
$148.93
|
+0.44% (+312)
|
|||
|
2020 Q2
|
5.79%
|
$153.42
|
-0.00% (-2)
|
|||
|
2019 Q4
|
4.26%
|
$138.32
|
+0.00% (+3)
|
|||
|
2019 Q3
|
4.70%
|
$136.66
|
+1.60% (+1,110)
|
|||
|
2019 Q2
|
4.54%
|
$134.38
|
-0.25% (-172)
|
|||
|
2019 Q1
|
3.86%
|
$117.05
|
-1.61% (-1,142)
|
|||
|
2018 Q3
|
4.04%
|
$132.65
|
-0.49% (-348)
|
|||
|
2018 Q1
|
3.65%
|
$140.86
|
+1.63% (+1,143)
|
|||
|
2017 Q4
|
3.36%
|
$155.95
|
-1.42% (-1,009)
|
|||
|
2017 Q3
|
3.62%
|
$153.62
|
-0.57% (-409)
|
|||
|
2017 Q2
|
3.85%
|
$164.53
|
-0.09% (-65)
|
|||
|
2017 Q1
|
3.43%
|
$148.26
|
-0.47% (-337)
|
|||
|
2016 Q4
|
3.36%
|
$140.45
|
+56.86% (+26,014)
|
|||
|
2016 Q3
|
2.92%
|
$166.74
|
-0.93% (-430)
|
|||
|
2016 Q2
|
3.40%
|
$186.65
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.