SEC 13F Intelligence

Firetrail Investments Pty Ltd / MCK

Firetrail Investments Pty Ltd’s Mckesson Corp Position

Does Firetrail Investments Pty Ltd own Mckesson Corp (MCK)? Yes — 16.3K shares worth $14M (+4.82% of its 13F portfolio) as of Q1 2026, down from 18.0K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
16.3K
% of Portfolio
+4.82%
Quarters Held
10
currently held

Position History MCK

Reported value by quarter
Q4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $17MQ2 ’24Q3 ’24: $12MQ4 ’24: $14MQ4 ’24Q1 ’25: $18MQ2 ’25: $19MQ2 ’25Q3 ’25: $19MQ4 ’25: $15MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.3K$14M+4.82%
Q4 202518.0K$15M+4.86%
Q3 202524.5K$19M+4.71%
Q2 202525.4K$19M+4.83%
Q1 202525.9K$18M+5.13%
Q4 202425.0K$14M+4.28%
Q3 202424.0K$12M+3.41%
Q2 202429.9K$17M+5.30%
Q1 202414.0K$8M+6.18%
Q4 202314.0K$7M+5.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Firetrail Investments Pty Ltd’s full portfolio or all institutional holders of MCK.