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NYSE · Health Care

MCKESSON CORP MCK

McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: North American Pharmaceutical, Oncology & Multispecialty, Prescription Technology Solutions, and Medical-Surgical Solutions. The company distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs, and other healthcare-related products; delivers products to retail pharmacies, hospitals, long-term care centers, clinics, and institutions; and provides logistics and distribution services for manufacturers.

Sources StockAnalysis company profile stockanalysis.com
Other Pharmaceuticals

Company profile

Business mix

  • It operates through four segments: North American Pharmaceutical, Oncology & Multispecialty, Prescription Technology Solutions, and Medical-Surgical Solutions.
  • The company distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs, and other healthcare-related products; delivers products to retail pharmacies, hospitals, long-term care centers, clinics, and institutions.
  • It also provides consulting, outsourcing, technological, and other services, as well as sells financial, operational, and clinical solutions to pharmacies; gene therapy with InspiroGene, practice consulting, and vaccine distribution services.
  • In addition, the company helps in solving medication access, affordability, and adherence challenges for patients by working across healthcare to connect patients, pharmacies, providers, pharmacy benefit managers, health plans, and biopharma companies.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical distribution?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 20.21 FCF 6.13% Buyback 3.12%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Lone Pine Capital Stephen Mandel 2.7% $339.4M 2026-03-31
Sands Capital Management Frank Sands 0.7% $174.2M 2026-03-31
Bridgewater Associates Ray Dalio 0.3% $58.3M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $42.8M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 3 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $453.8M Estimated from net added shares
Reduction amount $156.8M Estimated from net reduced shares
Net share change / base shares +99.2% +353,737 / 356,584
Lone Pine Capital Stephen Mandel 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$339.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +392,224 (New) Total shares 392,224 Value $339.4M
Bridgewater Associates Ray Dalio 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -5.4% 13F value change +$3.2M
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -62.0% 13F value change -$64.9M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 20.1% 13F value change +$11.9M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.0% 13F value change +$3.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 156,212 Last 4 periods -88,831 (-56.9%) Total shares 67,381 Value $58.3M
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 36.4% 13F value change +$8.7M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 5.3% 13F value change +$2.9M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 4.8% 13F value change +$3.4M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 22.7% 13F value change +$9.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 26,770 Last 4 periods +22,663 (+84.7%) Total shares 49,433 Value $42.8M
Glenview Capital Management Larry Robbins 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -68.7% 13F value change -$36.3M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 120.7% 13F value change +$24.9M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -23.9% 13F value change -$8.4M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$35.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 81,852 Last 4 periods -81,852 (-100.0%) Total shares 0 Value $0
Sands Capital Management Frank Sands 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 59.0% 13F value change +$45.1M
13F 2025-09-30 Filed 2025-11-13
Minor increase Shares 7.7% 13F value change +$14.5M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 10.9% 13F value change +$21.5M
13F 2026-03-31 Filed 2026-05-08
Major increase Shares 15.5% 13F value change +$31.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 91,750 Last 4 periods +109,533 (+119.4%) Total shares 201,283 Value $174.2M
GQG Partners Rajiv Jain 2 filing periods
13F 2025-06-30 Filed 2025-08-13
New Shares - 13F value change +$359.5M
13F 2025-09-30 Filed 2025-11-13
Sold out Shares -100.0% 13F value change -$359.5M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Soros Fund Management George Soros 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$10.1M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$10.1M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.