Follow-The-Filings

Security

MCK

Mckesson Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 1 new 3 exits max 6.2% (Muhlenkamp & Co. Inc.)

owners 18
max % 6.2%
tracked value $13.6B
qoq N 1 A 6 R 9 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Muhlenkamp & Co. Inc. 2026 Q1 6.2% Reduce +0.19 pp 27,169 $24M hist
Stephen Mandel - Lone Pine Capital LLC 2026 Q1 2.7% New 2.7% 392,224 $339M hist
Farallon Capital Management LLC 2026 Q1 1.2% Reduce 0.00 pp 234,300 $203M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.4% Reduce -0.04 pp 907,472 $784M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.3% Reduce +0.06 pp 67,381 $58M hist
Natixis Advisors, LLC 2026 Q1 0.2% Add +0.01 pp 183,104 $158M hist
Norges Bank 2025 Q4 stale 0.2% Exit -0.18 pp 2,012,870 $1.7B hist
Ancora Advisors LLC 2026 Q1 0.2% Reduce +0.01 pp 9,756 $8M hist
Renaissance Technologies LLC 2026 Q1 0.2% Add +0.08 pp 117,246 $101M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add 0.00 pp 12,104,719 $9.9B hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.01 pp 49,433 $43M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce -0.01 pp 74,488 $64M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Add +0.06 pp 52,904 $46M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.02 pp 53,347 $46M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.05 pp 57,403 $50M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 75,208 $65M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 6,198 $5M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 903 $782 hist
Glenview Capital Management, LLC exited 2026 Q1 last 2025 Q4 0.7% Exit -0.72 pp 42,994 $35M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 15,880 $13M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 5,000 $4M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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 non-current liabilities
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 -$542M -$1.07B -$733M -$3.43B
Cash from financing -$4.37B -$3.34B -$3.96B -$4.63B
Net change in cash $744M -$94M $1.37B -$1.89B

ownership over time

filing count by report period · click a bar for that quarter’s holders