Valeo Financial Advisors, LLC

Position in MCK — Mckesson Corp

CIK 1722641 CARMEL, IN

Back to MCK Full portfolio

Position in MCK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$876,496

-$26,939 QoQ

Shares Held

1,160

+11.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,036

of 1,991 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MCK Over Time

Shares Held

Position Value (USD)

Derivatives in MCK

reported options exposure · as of Dec 31, 2024

CallValue

CallShares

PutValue

$284,955

PutShares

500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Medical Distribution

Healthcare · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $2,079,294 across 3 Medical Distribution names. MCK ranks #1 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCK	Mckesson Corp This page	1,160	$876,496
2	CAH	Cardinal Health Inc	2,863	$680,134
3	COR	Cencora, Inc.	1,847	$522,664

All Filings in MCK

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23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$876,496	1,160	+11.1%	Shares	Sole	2026-07-08
2026-03-31	$903,435	1,044	-31.5%	Shares	Sole	2026-05-08
2025-12-31	$1,249,301	1,523	+2.9%	Shares	Sole	2026-02-04
2025-09-30	$1,143,359	1,480	-4.0%	Shares	Sole	2025-11-03
2025-06-30	$1,129,946	1,542	+8.1%	Shares	Sole	2025-09-12
2025-03-31	$959,683	1,426	+7.1%	Shares	Sole	2025-04-30
2024-12-31	$284,955	500	—	Put	Sole	2025-01-30
2024-12-31	$759,120	1,332	-1.3%	Shares	Sole	2025-01-30
2024-09-30	$667,467	1,350	-0.3%	Shares	Sole	2024-10-10
2024-06-30	$790,790	1,354	+4.5%	Shares	Sole	2024-07-10
2024-03-31	$695,757	1,296	+4.3%	Shares	Sole	2024-04-25
2023-12-31	$575,484	1,243	+3.8%	Shares	Sole	2024-01-29
2023-09-30	$520,950	1,198	+6.8%	Shares	Sole	2023-10-20
2023-06-30	$479,441	1,122	-1.1%	Shares	Sole	2023-07-14
2023-03-31	$404,116	1,135	+2.6%	Shares	Sole	2023-04-17
2022-12-31	$414,882	1,106	+50.7%	Shares	Sole	2023-02-09
2022-06-30	$239,438	734	-44.5%	Shares	Sole	2022-08-03
2021-06-30	$253,010	1,323	+509.7%	Shares	Sole	2021-07-22
2021-03-31	$42,323	217	-73.3%	Shares	Sole	2021-04-12
2020-12-31	$141,396	813	+57.9%	Shares	Sole	2021-02-11
2020-09-30	$76,698	515	-23.7%	Shares	Sole	2020-10-28
2020-06-30	$103,558	675	+3.5%	Shares	Sole	2020-07-20
2020-03-31	$88,189	652	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.