SurgoCap Partners LP: MCKESSON CORP (MCK): Quarterly 13F Position History
As of Q1 2026, SurgoCap Partners LP reported 348,732 shares of MCKESSON CORP (MCK), worth $301.8M and representing 10.1% of its 13F equity book. Quarter-over-quarter share count change: 70,434 (-16.8%) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 348,732Shares Held (Latest Filing)
- $301.8MReported Market Value (Latest Filing)
- 10.1%Portfolio Weight (% of 13F Equity Book)
- 70,434Quarter-over-Quarter Share Change
- -$42.1MQuarter-over-Quarter Value Change
- 608,317Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 348,732 | 70,434 | -16.8% | $301.8M | 10.1% | $865.4 |
| Q4 2025 | 419,166 | 33,095 | -7.3% | $343.8M | 9.5% | $820.3 |
| Q3 2025 | 452,261 | +184,106 | +68.7% | $349.4M | 9.9% | $772.5 |
| Q2 2025 | 268,155 | 25,982 | -8.8% | $196.5M | 7.5% | $732.8 |
| Q1 2025 | 294,137 | 214,744 | -42.2% | $198.0M | 9.8% | $673.0 |
| Q4 2024 | 508,881 | 99,436 | -16.3% | $290.0M | 16.8% | $569.9 |
| Q3 2024 | 608,317 | +126,675 | +26.3% | $300.8M | 16.0% | $494.4 |
| Q2 2024 | 481,642 | 14,261 | -2.9% | $281.3M | 16.5% | $584.0 |
| Q1 2024 | 495,903 | +162,875 | +48.9% | $266.2M | 14.3% | $536.9 |
| Q4 2023 | 333,028 | — | — | $154.2M | 10.9% | $463.0 |
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 SurgoCap Partners LP first disclose a MCK position in 13F-HR filings?
SurgoCap Partners LP first reported MCKESSON CORP (MCK) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was SurgoCap Partners LP's most recent quarter-over-quarter share-count change in MCK?
Between Q4 2025 and Q1 2026, SurgoCap Partners LP reduced its MCK position by 70,434 shares (-16.8%), leaving 348,732 shares at a market value of $301.8M.
Does the implied price-per-share represent SurgoCap Partners LP'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.