Krensavage Asset Management, LLC / MCK
Krensavage Asset Management, LLC’s Mckesson Corp Position
Does Krensavage Asset Management, LLC own Mckesson Corp (MCK)? Not currently — the last reported position was 31.9K shares worth $11M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$11M
Q3 2022
Shares
31.9K
% of Portfolio
+3.45%
Quarters Held
15
position exited
Position History MCK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2022 | 31.9K | $11M | +3.45% |
| Q2 2022 | 82.9K | $27M | +8.94% |
| Q1 2022 | 124.2K | $38M | +13.10% |
| Q4 2021 | 156.4K | $39M | +13.49% |
| Q3 2021 | 164.6K | $33M | +10.29% |
| Q2 2021 | 166.4K | $32M | +10.81% |
| Q1 2021 | 167.6K | $33M | +11.32% |
| Q4 2020 | 167.0K | $29M | +8.48% |
| Q3 2020 | 186.0K | $28M | +8.82% |
| Q2 2020 | 216.1K | $33M | +9.02% |
| Q1 2020 | 218.3K | $30M | +9.50% |
| Q4 2019 | 254.3K | $35M | +12.00% |
| Q3 2019 | 293.3K | $40M | +15.39% |
| Q2 2019 | 373.3K | $50M | +16.28% |
| Q1 2019 | 411.7K | $48M | +13.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Krensavage Asset Management, LLC’s full portfolio or all institutional holders of MCK.