SEC 13F Intelligence

Avidity Partners Management LP / MCK

Avidity Partners Management LP’s Mckesson Corp Position

Does Avidity Partners Management LP own Mckesson Corp (MCK)? Not currently — the last reported position was 9.5K shares worth $8M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q4 2025
Shares
9.5K
% of Portfolio
+2.25%
Quarters Held
10
position exited

Position History MCK

Reported value by quarter
Q2 ’20: $20MQ2 ’20Q1 ’22: $58MQ2 ’22: $127MQ2 ’22Q2 ’23: $43MQ3 ’23: $72MQ3 ’23Q4 ’23: $40MQ1 ’24: $18MQ1 ’24Q2 ’25: $10MQ3 ’25: $4MQ3 ’25Q4 ’25: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20259.5K$8M+2.25%
Q3 20255.8K$4M+1.02%
Q2 202513.5K$10M+1.97%
Q1 202433.3K$18M+0.58%
Q4 202385.5K$40M+1.44%
Q3 2023166.3K$72M+2.91%
Q2 2023101.2K$43M+1.51%
Q2 2022388.8K$127M+2.91%
Q1 2022189.5K$58M+1.21%
Q2 2020128.0K$20M+1.26%

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