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)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,236,536 | $906,108,850 | +57% | 0.64% |
| 2. | AQR Capital Management Cliff Asness | 855,699 | $620,809,925 | -11% | 0.51% |
| 3. | GQG Partners Rajiv Jain | 490,526 | $359,475,009 | 0.51% | |
| 4. | Holocene Advisors Brandon Haley | 380,025 | $278,474,720 | -36% | 0.68% |
| 5. | Farallon Capital Thomas Steyer | 314,600 | $230,532,588 | -44% | 0.99% |
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. | 623,094 | $481,365,038 | 0.49% | |
| 2. | 598,880 | $462,126,354 | 0.46% | |
| 3. | 562,998 | $434,938,475 | 1.1% | |
| 4. | 264,514 | $204,347,646 | 0.28% | |
| 5. | 101,386 | $78,324,740 | 2.48% |
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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