1 tracked superinvestor hold MCKESSON CORP (MCK), worth $339M combined, led by Stephen Mandel. Smart money is accumulating MCK as of the latest 13F filings.
Current price
$792.81
McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: U.S. Pharmaceutical, International, Medical-Surgical Solutions, and Prescription Technology Solutions (RxTS). The U.S. Pharmaceutical segment distributes branded, generic, specialty, biosimilar, and over-the-counter pharmaceutical drugs and other healthcare-related…
Market cap
$99.7B
P/E
23.49
Div yield
0.4%
Revenue YoY
12.4%
Analyst target
$995
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$339M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating MCK: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
MCKESSON CORP (MCK) is held by 1 tracked funds worth $339M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stephen Mandel at 2.7% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stephen Mandel), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 2.7% | $339M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own MCK?
1 tracked funds hold MCKESSON CORP (MCK), the largest being Stephen Mandel (Lone Pine Capital) at 2.7% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling MCK?
In the most recent 13F quarter, 1 tracked fund added or opened MCK and 0 trimmed it, including 1 brand-new position.
How much MCK do tracked funds hold?
Combined disclosed long exposure to MCK across tracked superinvestors is $339M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.