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 Q2 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.67 B.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 5.95% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $58.29 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 678.1%. Conversely, Steve Mandel reduced exposure by 85.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for McKesson Corporation (MCK)
Major holders include Cliff Asness ($660.95 M), Renaissance Technologies (RenTech) ($272.84 M), Frank Sands ($138.68 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 1.9 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $58.29 M, with 7 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited MCK. The total reported sell value was $292.6 M.
Yes, 1 managers opened new positions in MCK, and 6 increased their existing holdings. The total reported buy value was $350.89 M.
