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MCK McKesson

Health Care, filed as MCKESSON CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 2

  • 3 Owners
  • Max 9.2%
  • $349M
  • 1 add 1 reduce 1 exit 1 small

In 2026 Q2 Mala Gaonkar added to McKesson, Stephen Mandel trimmed, and Farallon Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 9.2% (Mala Gaonkar, Surgocap Partners). Not free-float ownership.

  1. Mala Gaonkar Add 9.2%
  2. Muhlenkamp & Co. Add 6.0%
  3. Stephen Mandel Reduce 0.27%

Who owns MCK

Sorted by value, long equity only, as of 2026 Q2.

History
Mala Gaonkar, Surgocap Partners 9.2% Add +8.1% 376,870 $285M History
Stephen Mandel, Lone Pine Capital 0.27%, was 2.7% Reduce −85.3% 57,851 $44M History
Muhlenkamp & Co. 6.0% Small add +0.1% 27,202 $21M History
Farallon Capital Management exited 2026 Q2 Last 2026 Q1 1.2% Exit −1.16% 234,300 $203M History

3 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MCK's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MCK insider trades
  • None no insider bought on the open market
  • $597K sold by 2 insiders outside a trading plan
  • $28.5M sold by 6 insiders under 10b5-1 plans
  1. Francisco Fraga EVP, CIO and CTO
    Planned sale
    $797K 800 shares at $995.80 13% of stake
    Traded Oct 15 Filed Oct 19
    ↗
  2. Napoleon B Rutledge Jr. SVP, Controller & CAO
    Planned sale
    $99K 111 shares at $891.45 18% of stake
    Traded Sep 8 Filed Sep 10
    ↗
  3. Bradley E Lerman Director
    Sale
    $269K 301 shares at $892.33 100% of stake
    Traded Aug 10 Filed Aug 11
    ↗
  4. Brian S. Tyler CEO
    Planned sale
    $6.7M 8,463 shares at $793.56 59% of stake
    Traded Jul 7 Filed Jul 8
    ↗
  5. Brian S. Tyler CEO
    Planned sale
    $6.6M 8,463 shares at $775.13 37% of stake
    Traded Jun 17 Filed Jun 18
    ↗
  6. Brian S. Tyler CEO
    Planned sale
    $3.8M 4,929 shares at $763.00 18% of stake
    Traded Jun 9 Filed Jun 11
    ↗
  7. Napoleon B Rutledge Jr. SVP, Controller & CAO
    Planned sale
    $102K 133 shares at $764.00 17% of stake
    Traded Jun 5 Filed Jun 8
    ↗
  8. Thomas L Rodgers EVP, Chief Strategy & BDO
    Planned sale
    $604K 822 shares at $735.30 27% of stake
    Traded Jun 1–2 Filed Jun 3
    ↗
  9. LeAnn B Smith EVP & Chief HR Officer
    Planned sale
    $1.3M 1,810 shares at $735.50 27% of stake
    Traded Jun 1 Filed Jun 2
    ↗
  10. Michele Lau EVP and Chief Legal Officer
    Planned sale
    $2.7M 3,550 shares at $761.09 52% of stake
    Traded May 26 Filed May 27
    ↗
  11. Thomas L Rodgers EVP, Chief Strategy & BDO
    Planned sale
    $1.8M 2,388 shares at $761.09 44% of stake
    Traded May 26 Filed May 27
    ↗
  12. Michele Lau EVP and Chief Legal Officer
    Planned sale
    $2.7M 2,725 shares at $990.00 46% of stake
    Traded Mar 2 Filed Mar 4
    ↗
  13. Maria Martinez Director
    Sale
    $328K 349 shares at $939.87 54% of stake
    Traded Feb 19 Filed Feb 23
    ↗
  14. LeAnn B Smith EVP & Chief HR Officer
    Planned sale
    $180K 190 shares at $945.00 6% of stake
    Traded Feb 17 Filed Feb 18
    ↗
  15. Michele Lau EVP and Chief Legal Officer
    Planned sale
    $283K 303 shares at $933.39 4.8% of stake
    Traded Feb 11 Filed Feb 13
    ↗

Also filed in the last 12 months, not counted as buying or selling: 31 share withholdings for taxes, 23 option exercises, and 11 stock grants.

Congress

15 members of Congress traded MCK in the last three years: 21 buys and 16 sales. 12 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Jonathan L. Jackson D-IL-1Spouse Sell $1K–$15K Jun 15 filed Jul 15
  3. Rick Larsen D-WA-2 Buy $1K–$15K Jul 8 filed Jul 12
  4. Ritchie Torres D-NY-15 Buy $1K–$15K Jan 7, 2025 filed Jul 8
  5. Lizzie Fletcher D-TX-7 Partial sale $1K–$15K Apr 8 filed May 1
  6. Markwayne Mullin R-OKJoint Buy $15K–$50K Feb 4 filed Mar 2

SEC filings

Recent issuer filings from EDGAR, 10 shown.

Filed Form Detail Links
8-K 7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
DEFA14A Filing Doc
DEF 14A Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 11 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $276.71B $308.95B $359.05B $403.43B
Gross profit $12.36B $12.83B $13.32B $14.55B
Gross margin * 4.5% 4.2% 3.7% 3.6%
Net income $3.56B $3B $3.3B $4.76B
Net margin * 1.3% 1.0% 0.9% 1.2%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $44.29B $47.97B $55.4B $57.21B
Total non-current assets * $18.03B $19.47B $19.74B $25.11B
Total assets $62.32B $67.44B $75.14B $82.32B
Total current liabilities $47.96B $52.36B $61.6B $67.02B
Total equity -$1.86B -$1.97B -$2.07B -$2.17B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $5.16B $4.31B $6.08B $6.16B
Cash from investing -$0.542B -$1.07B -$0.733B -$3.43B
Cash from financing -$4.37B -$3.34B -$3.96B -$4.63B
Net change in cash $0.744B -$0.094B $1.37B -$1.89B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.