SEC 13F Intelligence

Cobalt Capital Management, Inc. / MCK

Cobalt Capital Management, Inc.’s Mckesson Corp Position

Does Cobalt Capital Management, Inc. own Mckesson Corp (MCK)? Not currently — the last reported position was 60.0K shares worth $15M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q4 2021
Shares
60.0K
% of Portfolio
+3.98%
Quarters Held
5
position exited

Position History MCK

Reported value by quarter
Q1 ’20: $11MQ1 ’20Q2 ’20: $8MQ2 ’20Q3 ’20: $8MQ3 ’20Q3 ’21: $11MQ3 ’21Q4 ’21: $15MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202160.0K$15M+3.98%
Q3 202156.0K$11M+3.19%
Q3 202051.6K$8M+4.36%
Q2 202055.4K$8M+4.86%
Q1 202079.3K$11M+5.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cobalt Capital Management, Inc.’s full portfolio or all institutional holders of MCK.