# Mckesson (MCK): value investors who own it | moatshark

1 value investor held Mckesson in their Q3 2026 13F, led by Muhlenkamp & Company. See who bought, sold and how ownership has changed by quarter.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Muhlenkamp & Company | 6.0% | $20.6m | Added +0.1% | 38 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-15 | Fraga Francisco | EVP, CIO and CTO | Sold | 800.491 | $797k |
| 2026-09-08 | Rutledge Napoleon B JR | SVP, Controller & CAO | Sold | 111 | $99k |
| 2026-08-10 | Lerman Bradley E | Director | Sold | 301 | $269k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Muhlenkamp Fund | Muhlenkamp & Company | 4.8% | $12.4m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/mck). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.