Baupost Group (Seth Klarman) — MCK Trade History
Quarter-by-quarter changes in the MCKESSON CORP position · CUSIP 58155Q103
Sold outFirst seen: 2016 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | — | — | — | — | — | — |
| 2026 Q1 | 2026-05-14 | — | — | — | — | — | — |
| 2025 Q4 | 2026-02-13 | — | — | — | — | — | — |
| 2025 Q3 | 2025-11-13 | — | — | — | — | — | — |
| 2025 Q2 | 2025-08-13 | — | — | — | — | — | — |
| 2025 Q1 | 2025-05-14 | — | — | — | — | — | — |
| 2024 Q4 | 2025-02-13 | — | — | — | — | — | — |
| 2024 Q3 | 2024-11-13 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-13 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-14 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-13 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-13 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-11 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-12 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-13 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-12 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-11 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-13 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-14 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-12 | Sold out | — | -1,669,181 | -100.0% | — | — |
| 2020 Q3 | 2020-11-13 | Hold | 1,669,181 | — | 0.0% | $248.6M | 2.69% |
| 2020 Q2 | 2020-08-13 | Hold | 1,669,181 | — | 0.0% | $256.1M | 3.20% |
| 2020 Q1 | 2020-05-14 | Add | 1,669,181 | 71,665 | +4.5% | $225.8M | 3.33% |
| 2019 Q4 | 2020-02-13 | Add | 1,597,516 | 291,505 | +22.3% | $221.0M | 2.44% |
| 2019 Q3 | 2019-11-13 | Reduce | 1,306,011 | -1,289,000 | -49.7% | $178.5M | 2.02% |
| 2019 Q2 | 2019-08-13 | Reduce | 2,595,011 | -220,000 | -7.8% | $348.7M | 3.16% |
| 2019 Q1 | 2019-05-15 | Add | 2,815,011 | 1,095,000 | +63.7% | $329.5M | 2.77% |
| 2018 Q4 | 2019-02-13 | Reduce | 1,720,011 | -455,689 | -20.9% | $190.0M | 1.65% |
| 2018 Q3 | 2018-11-15 | Add | 2,175,700 | 548,000 | +33.7% | $288.6M | 2.21% |
| 2018 Q2 | 2018-08-13 | Add | 1,627,700 | 12,000 | +0.7% | $217.1M | 1.90% |
| 2018 Q1 | 2018-05-14 | Add | 1,615,700 | 255,700 | +18.8% | $227.6M | 2.19% |
| 2017 Q4 | 2018-02-13 | New | 1,360,000 | 1,360,000 | — | $212.1M | 2.10% |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-11 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-25 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.