WAVEMAN · COMPANY

MCK · Mckesson Corp

LIVE

TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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MCK

Name: MCKESSON CORP (MCK) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

MCKESSON CORP

WHOLESALE & RETAIL · WHOLESALE-DRUGS, PROPRIETARIES & DRUGGISTS' SUNDRIES · CIK 0000927653

CONGRESS · 4FORM 144 · 3☆ WATCH

INSIDER NET · 180D

-$23.9M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

889

13F, latest reported quarter

REVENUE GROWTH

+12.4%

XBRL, annual

NET MARGIN

1.2%

CONVERSIONS · 180D

codes C/M, not in net · $0 priced

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$23.9M over 180 days

-$17.3M over 90 days

below 87% of Wholesale & Retail

CONGRESS

4 members bought in the last year

more than 92% of Wholesale & Retail

FUNDS

889 funds added or opened last quarter

more than 97% of Wholesale & Retail

REVENUE

+12.4% year over year

more than 78% of Wholesale & Retail

MARGIN

1.2% net margin

more than 51% of Wholesale & Retail

BUYBACKS

$2.5B repurchased, FY to 2026-06-30

more than 99% of Wholesale & Retail

SHORT

3.1% of shares outstanding short · 3.8 days to cover · settled 2026-07-31

more than 53% of Wholesale & Retail

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$23.9M across 6 people in 180 days.

889 funds added or opened positions in the latest 13F quarter, of 2,017 holders.

4 members of Congress reported buying it this year.

Federal contracts worth $1.4B were awarded in the last 180 days.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +31.7%

+31.7%12M

INSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders have filed to sell — before selling.

The record shows a net $23.9M sold by insiders over 180 days, 889 funds added last quarter, 4 Congress member(s) bought in 12 months, $13.7M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

CVNA WMT AMZN SNX RVLV W AZO PSMT WLFC TDUP URBN TTSH

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, MCKESSON CORP insiders sold a net $23.9M of stock across 185 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

Lerman Bradley E

Director

SELL

2026-08-10

301.0

$268.6K

TYLER BRIAN S.

Chief Executive Officer

SELL

2026-07-07

8,463.0

$6.7M

TYLER BRIAN S.

Chief Executive Officer

SELL

2026-06-17

8,463.0

$6.6M

TYLER BRIAN S.

Chief Executive Officer

SELL

2026-06-09

4,929.0

$3.8M

Rutledge Napoleon B JR

SVP, Controller & CAO

SELL

2026-06-05

133.0

$101.6K

185 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 180 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

10,795,054.0 sh

$8.2B

VANGUARD CAPITAL MANAGEMENT LLC

7,853,137.0 sh

$5.9B

STATE STREET CORP

5,727,118.0 sh

$4.3B

MORGAN STANLEY

5,306,142.0 sh

$4.0B

FRANKLIN RESOURCES INC

2,905,114.0 sh

$2.2B

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

Lerman Bradley E

FILED 2026-08-10

$268.6K

Vitalone Britt J.

FILED 2026-08-03

$6.7M

TYLER BRIAN S.

FILED 2026-07-07

$6.7M

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Select Health Care Services Portfolio

$99.9M POSITION · AS OF 2026-02-28

12.3%

Towpath Focus Fund

$4.3M POSITION · AS OF 2026-02-28

6.2%

Saratoga Health & Biotechnology Fund

$682.3K POSITION · AS OF 2026-02-28

5.9%

Scharf ETF

$39.2M POSITION · AS OF 2026-03-31

5.8%

Virtus KAR Health Sciences Fund

$5.0M POSITION · AS OF 2026-03-31

5.6%

Muhlenkamp Fund

$14.2M POSITION · AS OF 2026-03-31

5.3%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Government contracts

USASpending.gov · total award ceilings over the contract's life, including awards won through subsidiaries — not annual revenue

Department Of Veterans Affairs

EXPRESS REPORT: PHARMACEUTICAL PRIME VENDOR (PPV)FY2026 MAY · 2026-05-01

$1.4B

Department Of Health And Human Services

CENTRALIZED VACCINE DISTRIBUTION · 2024-02-01

$203.9M

Department Of Health And Human Services

MEDICARE PART D TRANSACTION FACILITATOR · 2021-08-01

$128.1M

Department Of Justice

MCKESSON: NON-CONTROLLED MEDICATION DOS: OCTOBER 1, 2025 THRU DECEMBER 31, 2025. · 2025-10-01

$24.5M

Department Of Homeland Security

THE PURPOSE OF THIS CONTRACT IS TO PROVIDE ICE HEALTH SERVICE CORPS WITH PHARMACEUTICAL PRODUCTS. · 2026-01-30

$18.6M

FEDERAL AWARDS ≥ $25M IN THE LAST 90 DAYS · MATCHED VIA SAM.GOV PARENT REGISTRY

Corporate PAC

FEC · the company-connected political action committee's own receipts and spending — committee totals only, never individual donors

Mckesson Corporation Employees Political Fund

CYCLE 2026 · $754K SPENT

$696.0K

FEDERAL ELECTION COMMISSION · MATCHED BY THE PAC'S CONNECTED ORGANISATION

Executive pay vs shareholder return · Brian S. Tyler

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$24.2M

$48.9M

$5.5M

+356%

+37%

2024

$20.2M

$39.2M

$5.0M

+253%

+34%

2023

$19.0M

$51.7M

$5.2M

+181%

+33%

2022

$20.2M

$38.8M

$4.9M

+85%

+15%

2021

$18.2M

$65.3M

$4.5M

+58%

+19%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2026-03	2025-03	2024-03	2023-03
REVENUE	$403.4B	$359.1B	$309.0B	$276.7B
GROSS PROFIT	$14.6B	$13.3B	$12.8B	$12.4B
OPERATING INCOME	$6.2B	$4.4B	$3.9B	$4.4B
NET INCOME	$4.8B	$3.3B	$3.0B	$3.6B
EPS (DILUTED)	38.38	25.72	22.39	25.03
OPERATING CASH FLOW	$6.2B	$6.1B	$4.3B	$5.2B
CASH	$4.0B	$5.7B	$4.6B	$4.7B
LONG-TERM DEBT	$6.5B	$5.7B	$5.6B	$5.6B
BUYBACKS	$4.8B	$3.1B	$3.0B	$3.6B
DIVIDENDS PAID	$381.0M	$345.0M	$314.0M	$292.0M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE