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 Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.28 B.
Top institutional holders include Cliff Asness and Frank Sands.
Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 6.00% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $45.69 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Jefferies Group reduced exposure by 52.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for McKesson Corporation (MCK)
Major holders include Cliff Asness ($753.67 M), Frank Sands ($142.95 M), Ray Dalio ($55.3 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 1.36 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $45.69 M, with 8 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited MCK. The total reported sell value was $67.81 M.
Yes, 3 managers opened new positions in MCK, and 5 increased their existing holdings. The total reported buy value was $113.49 M.
