§ HEALTH CARE
USD · Health Care

MCK

MCKESSON CORP
USDSector · Health CareMarket cap · $108.3BBeta · 0.47
LAST · MARKET CLOSE · OCT 05
918.39
+16.11 ▲ 1.79%PREV CLOSE · $902.28
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 905.61HIGH 918.92LOW 900.7252W 637.00 — 999.00
EVENTSSEP 10 · RNB SELLJUN 30 · EARNINGS +3.1%

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
898 increased/new, 809 decreased/exited (13F)
AC 13F Analysis
INSIDER
−$7M
3 txns · 90d
ANALYST
19 buy, 3 hold, 0 sell
Finnhub

§ 04 · FUNDAMENTALS · THE BOOKS

P/E25.0P/B4.29
EPS (TTM)34.77Dividend0.38%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
BlackRock, Inc.11.4M0.2%−1%
VANGUARD CAPITAL MANAGEMENT LLC8.0Mn/an/a
State Street5.7M0.2%−1%
Fidelity Management3.6M0.2%+12%
JPMORGAN CHASE & CO3.3Mn/a+26%
FRANKLIN RESOURCES INC3.1M0.6%+8%
◇ AC INTELLIGENCE

Top institutional owners for MCK as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER5.1% · 0 holders
OTHER33.7% · 1,762 holders
DEALER / BANK19.6% · 117 holders
QUALITY / COMPOUNDER19.3% · 44 holders
PASSIVE / INDEX14.8% · 15 holders
INCOME / DEFENSIVE3.9% · 59 holders
SYSTEMATIC / QUANT1.7% · 20 holders
DEEP VALUE0.9% · 2 holders
TACTICAL / MACRO0.8% · 6 holders
ACTIVIST0.1% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
SEP 10Rutledge Napoleon B JRSELL111−$99K
AUG 11Lerman Bradley ESELL301−$269K
JUL 08TYLER BRIAN S.SELL8K−$7M
JUN 18TYLER BRIAN S.SELL8K−$7M
JUN 11TYLER BRIAN S.SELL5K−$4M
JUN 08Rutledge Napoleon B JRSELL133−$102K
◇ AC INTELLIGENCE

0 insider buys, 10 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES

No notes mention MCK yet.