SHUTTLEWORTH & Co MCK β€” MCKESSON CORP

Ownership history in SHUTTLEWORTH & Co  Β·  3 quarters on record

AI Ownership Summary

SHUTTLEWORTH & Co reported MCKESSON CORP (MCK) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 2.37% in 2026 Q1. The latest visible filing shows MCK at 2.37% 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.

What this MCK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHUTTLEWORTH & Co's position in MCKESSON CORP, 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
2026 Q1

MCK was reported at 2.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.37% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

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.

How SHUTTLEWORTH & Co held MCK β€” position size vs. price
% of Fund (quarterly)    MCK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 3,031 +24 +0.8% 2.37% $2.6M 2026-05-20 $754.68
2025 Q4 ADDED β€” β€” β€” 3,007 +34 +1.1% 2.26% $2.5M 2026-02-13 $933.97
2025 Q3 INITIATED β€” β€” β€” 2,973 β€” β€” 2.08% $2.3M 2025-11-17 $853.72

FAQ About SHUTTLEWORTH & Co and MCK

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

How long has SHUTTLEWORTH & Co reported owning MCK?

SHUTTLEWORTH & Co reported MCK across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported MCK position in SHUTTLEWORTH & Co's portfolio?

The largest reported portfolio weight for MCK was 2.37% in 2026 Q1.

What is the latest reported MCK position on this page?

The most recent filing on this page is 2026 Q1, when SHUTTLEWORTH & Co reported 3,031 shares, equal to 2.37% of portfolio, with an estimated market value of $2.6M.

What does the chart on this MCK ownership page compare?

The chart compares SHUTTLEWORTH & Co'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.

← Back to SHUTTLEWORTH & Co Holdings