Guru Ownership Trend
Guru Analysis for McKesson Corporation (MCK)
McKesson Corporation (MCK), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.43 B.
Top institutional holders include Cliff Asness and Steve Mandel.
Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 6.19% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $400.62 M net inflow during the quarter.
Recent activity highlights Steve Mandel who opened a new position. Conversely, Ken Fisher reduced exposure by 36.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for McKesson Corporation (MCK)
Major holders include Cliff Asness ($784.25 M), Steve Mandel ($339.41 M), Frank Sands ($174.18 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 1.82 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $400.62 M, with 7 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited MCK. The total reported sell value was $59.97 M.
Yes, 3 managers opened new positions in MCK, and 4 increased their existing holdings. The total reported buy value was $460.6 M.
