Horiko Capital Management LLC: MCKESSON CORP (MCK): Quarterly 13F Position History
As of Q1 2026, Horiko Capital Management LLC reported 44,298 shares of MCKESSON CORP (MCK), worth $38.3M and representing 8.8% of its 13F equity book. Quarter-over-quarter share count change: 1,078 (-2.4%) . The position first appeared in Q4 2018 and has been disclosed across 30 13F-HR filings in Pactolio's tracked window.
- 44,298Shares Held (Latest Filing)
- $38.3MReported Market Value (Latest Filing)
- 8.8%Portfolio Weight (% of 13F Equity Book)
- 1,078Quarter-over-Quarter Share Change
- +$960.3KQuarter-over-Quarter Value Change
- 55,120Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 30 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 44,298 | 1,078 | -2.4% | $38.3M | 8.8% | $864.3 |
| Q4 2025 | 45,376 | 905 | -2.0% | $37.3M | 8.2% | $822.6 |
| Q3 2025 | 46,281 | 1,122 | -2.4% | $35.6M | 8.4% | $770.0 |
| Q2 2025 | 47,403 | 1,500 | -3.1% | $34.7M | 9.1% | $731.0 |
| Q1 2025 | 48,903 | +2,282 | +4.9% | $32.9M | 9.7% | $671.9 |
| Q4 2024 | 46,621 | 4,103 | -8.1% | $26.6M | 7.7% | $571.2 |
| Q3 2024 | 50,724 | 4,050 | -7.4% | $25.0M | 7.2% | $493.2 |
| Q2 2024 | 54,774 | 346 | -0.6% | $32.1M | 9.1% | $586.2 |
| Q1 2024 | 55,120 | +568 | +1.0% | $29.6M | 9.0% | $536.9 |
| Q4 2023 | 54,552 | +18,367 | +50.8% | $25.2M | 9.0% | $461.6 |
| Q3 2023 | 36,185 | +2,799 | +8.4% | $15.7M | 8.7% | $434.9 |
| Q2 2023 | 33,386 | +4,863 | +17.0% | $14.3M | 7.9% | $427.3 |
| Q1 2023 | 28,523 | +6,448 | +29.2% | $10.2M | 6.3% | $356.1 |
| Q4 2022 | 22,075 | +2,557 | +13.1% | $8.3M | 7.0% | $375.1 |
| Q3 2022 | 19,518 | +7,159 | +57.9% | $6.6M | 6.1% | $339.9 |
| Q2 2022 | 12,359 | 78 | -0.6% | $4.0M | 3.4% | $326.2 |
| Q1 2022 | 12,437 | +346 | +2.9% | $3.8M | 1.8% | $306.1 |
| Q4 2021 | 12,091 | 20,066 | -62.4% | $3.0M | 1.2% | $248.5 |
| Q3 2021 | 32,157 | 432 | -1.3% | $6.4M | 2.8% | $199.4 |
| Q2 2021 | 32,589 | 2,164 | -6.2% | $6.2M | 2.6% | $191.2 |
| Q1 2021 | 34,753 | 2,729 | -7.3% | $6.8M | 3.5% | $195.0 |
| Q4 2020 | 37,482 | +7,350 | +24.4% | $6.5M | 3.8% | $173.9 |
| Q3 2020 | 30,132 | 437 | -1.4% | $4.5M | 3.0% | $148.9 |
| Q2 2020 | 30,569 | 0 | — | $4.7M | 3.5% | $153.4 |
| Q1 2020 | 30,569 | +1,570 | +5.4% | $4.1M | 3.8% | $135.3 |
| Q4 2019 | 28,999 | 0 | — | $4.0M | 3.1% | $138.3 |
| Q3 2019 | 28,999 | 0 | — | $4.0M | 3.4% | $136.7 |
| Q2 2019 | 28,999 | 0 | — | $3.9M | 3.3% | $134.4 |
| Q1 2019 | 28,999 | 0 | — | $3.4M | 3.1% | $117.1 |
| Q4 2018 | 28,999 | — | — | $3.2M | 3.7% | $110.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Horiko Capital Management LLC first disclose a MCK position in 13F-HR filings?
Horiko Capital Management LLC first reported MCKESSON CORP (MCK) on its 13F-HR filing for the period ending 2018-12-31 (Q4 2018). The position has appeared on 30 reported quarters within Pactolio's tracked window.
What was Horiko Capital Management LLC's most recent quarter-over-quarter share-count change in MCK?
Between Q4 2025 and Q1 2026, Horiko Capital Management LLC reduced its MCK position by 1,078 shares (-2.4%), leaving 44,298 shares at a market value of $38.3M.
Does the implied price-per-share represent Horiko Capital Management LLC's cost basis in MCK?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.