McKesson Corporation (MCK): A Bull Case Theory
We came across a bullish thesis on McKesson Corporation on Value investing subreddit by entropybender. In this article, we will summarize the bulls’ thesis on MCK.
Mckesson Corp (MCK)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bailard Inc Thomas Bailard | 2,214 | $1,710,222 | -1% | 0.04% |
| 2. | Bayforest Capital Theodoros Tsagaris | 321 | $247,985 | -72% | 0.12% |
| 3. | Sivik Global Healthcare Krishen Sud | 7,000 | $5,408 | -47% | 1.57% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $144.52 | 692 | $100,006.66 | 6,843 | 2016-11-30 | Filing | |
| $136.36 | 100 | $13,635.52 | 2,005 | 2016-11-02 | Filing | |
| $136.35 | 900 | $122,715.00 | 1,905 | 2016-11-02 | Filing | |
| $156.21 | 1,000 | $156,211.40 | 1,000 | 2016-02-02 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $705.63 | 11,930 | $8,418,165.90 | 4,012 | 2025-08-22 | Filing | |
| $677.76 | 11,930 | $8,085,676.80 | 15,942 | 2025-08-15 | Filing | |
| $663.67 | 329 | $218,347.43 | 657 | 2025-08-08 | Filing | |
| $708.09 | 19,371 | $13,716,411.39 | 27,872 | 2025-07-11 | Filing | |
| $705.93 | 19,370 | $13,673,864.10 | 51,243 | 2025-06-06 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,924,282 | $3,031,664,816 | 0.94% | |
| 2. | 1,093,531 | $837,267,477 | 0.73% | |
| 3. | 623,094 | $481,365,038 | 0.49% | |
| 4. | 598,880 | $462,126,354 | 0.46% | |
| 5. | 562,998 | $434,938,475 | 1.1% |
News See All
McKesson Corporation (NYSE:MCK) Q1 2026 Earnings Call Transcript
Operator: Welcome to McKesson's First Quarter Fiscal 2026 Earnings Conference Call. Please be advised that today's conference is being recorded.
McKesson Corporation (MCK): A Bull Case Theory
We came across a bullish thesis on McKesson Corporation on The Buyside Guy’s Substack. In this article, we will summarize the bulls’ thesis on MCK.
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