SEC 13F Intelligence

Clifford Swan Investment Counsel LLC / MCK

Clifford Swan Investment Counsel LLC’s Mckesson Corp Position

Does Clifford Swan Investment Counsel LLC own Mckesson Corp (MCK)? Yes — 36.6K shares worth $32M (+1.08% of its 13F portfolio) as of Q1 2026, down from 38.8K shares the prior filed quarter.

Position Value
$32M
Q1 2026
Shares
36.6K
% of Portfolio
+1.08%
Quarters Held
30
currently held

Position History MCK

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $11MQ3 ’19: $10MQ4 ’19: $10MQ4 ’19Q1 ’20: $9MQ2 ’20: $10MQ3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $12MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $15MQ4 ’21Q1 ’22: $17MQ2 ’22: $18MQ3 ’22: $17MQ4 ’22: $18MQ4 ’22Q1 ’23: $17MQ2 ’23: $20MQ3 ’23: $20MQ4 ’23: $21MQ4 ’23Q1 ’24: $23MQ2 ’24: $25MQ3 ’24: $21MQ4 ’24: $24MQ4 ’24Q1 ’25: $28MQ2 ’25: $29MQ3 ’25: $30MQ4 ’25: $32MQ4 ’25Q1 ’26: $32Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.6K$32M+1.08%
Q4 202538.8K$32M+1.05%
Q3 202538.6K$30M+0.99%
Q2 202538.9K$29M+1.01%
Q1 202541.2K$28M+1.03%
Q4 202441.7K$24M+0.86%
Q3 202442.8K$21M+0.75%
Q2 202443.0K$25M+0.94%
Q1 202443.6K$23M+0.87%
Q4 202345.1K$21M+0.81%
Q3 202345.6K$20M+0.83%
Q2 202346.6K$20M+0.80%
Q1 202347.7K$17M+0.71%
Q4 202248.4K$18M+0.79%
Q3 202251.1K$17M+0.82%
Q2 202254.4K$18M+0.77%
Q1 202256.3K$17M+0.64%
Q4 202160.6K$15M+0.53%
Q3 202161.0K$13M+0.47%
Q2 202162.0K$13M+0.48%
Q1 202161.9K$12M+0.50%
Q4 202062.1K$11M+0.47%
Q3 202065.7K$10M+0.47%
Q2 202065.8K$10M+0.52%
Q1 202064.3K$9M+0.53%
Q4 201975.2K$10M+0.50%
Q3 201976.2K$10M+0.54%
Q2 201980.6K$11M+0.57%
Q1 201976.7K$9M+0.48%
Q4 201869.5K$8M+0.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clifford Swan Investment Counsel LLC’s full portfolio or all institutional holders of MCK.