← Top Holdings

MCKMCKESSON CORP

CUSIP: 58155Q103

3

Guru Owners

$398.0M

Total Value Held

459,911

Total Shares

$339.4M
2.71%
$58.3M
0.26%
$265K
0.01%

📊 Fundamentals

Market Cap$94.5B
P/E Ratio21.1x
Near market avg
Forward P/E16.0x
P/FCF16.7x
EPS (TTM)$38.35
Revenue (TTM)$403.4B
Profit Margin1.18%
Div Yield0.41%
Beta0.32

52-Week Range

$637.00
$999.00

Current: $807.33

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 21.1x trailing earnings → 16.0x forward · 1.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$196.3M$392.7M$589.0M$785.4MQ4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $398.0M
NEWStephen Mandel$339.4M
REDUCEDRay Dalio$58.3M
INCREASEDFPA Queens Road$265K
Q4 '252 owners · $55.5M
INCREASEDRay Dalio$55.3M
NEWFPA Queens Road$240K
Q3 '251 owners · $43.4M
INCREASEDRay Dalio$43.4M
Q2 '251 owners · $108.3M
REDUCEDRay Dalio$108.3M
Q1 '251 owners · $105.1M
REDUCEDRay Dalio$105.1M
Q4 '241 owners · $187.7M
INCREASEDRay Dalio$187.7M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
8%analyst est. 7.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
1.4%current: 1.4%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

MCK: Held by 3 superinvestors · 25 congress member trades

BUYMarkwayne MullinR
$15,001 - $50,0002026-01-05
SELLGil CisnerosD
$1,001 - $15,0002025-12-19
BUYJared MoskowitzD
$1,001 - $15,0002025-12-02
BUYGil CisnerosD
$1,001 - $15,0002025-11-18
BUYRo KhannaD
$1,001 - $15,0002025-11-03
BUYJared MoskowitzD
$1,001 - $15,0002025-10-10
SELLJonathan JacksonD
$1,001 - $15,0002025-10-08
SELLGil CisnerosD
$1,001 - $15,0002025-08-05
SELLRitchie TorresD
$1,001 - $15,0002025-07-11
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
BUYGil CisnerosD
$1,001 - $15,0002025-04-29
BUYJonathan JacksonD
$1,001 - $15,0002025-04-23
SELLJosh GottheimerD
$1,001 - $15,0002025-04-09
BUYJonathan JacksonD
$1,001 - $15,0002025-03-24
SELLRo KhannaD
$1,001 - $15,0002025-03-06
BUYJonathan JacksonD
$1,001 - $15,0002025-03-04
BUYJonathan JacksonD
$1,001 - $15,0002025-03-03
SELLGil CisnerosD
$1,001 - $15,0002025-01-24
SELLRo KhannaD
$1,001 - $15,0002025-01-17
BUYJared MoskowitzD
$1,001 - $15,0002025-01-15