SEC 13F Intelligence

Hudson Portfolio Management LLC / MCK

Hudson Portfolio Management LLC’s Mckesson Corp Position

Does Hudson Portfolio Management LLC own Mckesson Corp (MCK)? Yes — 5.4K shares worth $5M (+3.94% of its 13F portfolio) as of Q1 2026, down from 5.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
5.4K
% of Portfolio
+3.94%
Quarters Held
19
currently held

Position History MCK

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $3MQ3 ’22Q4 ’22: $4MQ1 ’23: $3MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $4MQ3 ’24: $3MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.4K$5M+3.94%
Q4 20255.5K$4M+3.86%
Q3 20255.5K$4M+3.79%
Q2 20255.6K$4M+3.85%
Q1 20256.0K$4M+3.85%
Q4 20246.2K$4M+3.44%
Q3 20246.2K$3M+3.02%
Q4 20238.2K$4M+4.13%
Q3 20238.6K$4M+4.25%
Q2 20238.8K$4M+4.09%
Q1 20239.4K$3M+3.76%
Q4 20229.5K$4M+3.95%
Q3 20229.6K$3M+3.86%
Q2 202211.2K$4M+3.76%
Q1 202211.6K$4M+3.14%
Q4 202111.6K$3M+2.56%
Q3 202111.7K$2M+2.15%
Q2 202111.7K$2M+2.05%
Q1 202110.9K$2M+2.05%

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