MCK MCKESSON CORP

NEUTRAL Impact: 3/10 Insider Cluster (3 insiders)
Horizon days Filed Jun 2, 2026 Processed 10d 12h ago
Insider cluster: 3 insiders, $5.9M total
Latest settled — T+1d ⚠ clustered
MCK ▲ +0.44% at T+1d
NEUTRAL call ✓ call won +0.44% · α vs SPY +1.16% · entry $736.15 → $739.40
Next anchor: T+5d due 4d ago
Currently $784.05 · +6.51% from $736.15 entry
Entry anchored
Jun 2, 2026
via day open
T+1d
+0.44%
call +0.44% · α +1.16%
$739.40
settled 10d ago
T+5d
call — · α —
due 4d ago
T+20d
call — · α —
in 18d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Three McKesson EVPs sold a total of $5.85M in open-market sales over a 7-day window, including the Chief Strategy Officer, Chief Legal Officer, and Chief HR Officer. The sales represent ~0.007% of McKesson's $88.3B market cap — a trivial amount — and are likely routine portfolio diversification or 10b5-1 plan activity, not a bearish signal on the company's fundamentals.

Key Financial Metrics

Direction
selling
Total Value
$5.8M
Insiders
3

Actionable Insight

The insider sales are too small relative to McKesson's $88.3B market cap to warrant a bearish read. Monitor for any larger C-suite sales or a cluster exceeding 0.1% of market cap before adjusting positioning. The CFO's non-cash grant is routine compensation and has no economic signal.

Key Facts

  • Three EVPs sold a total of $5.85M in open-market sales between May 26 and June 1, 2026.
  • Sales are ~0.007% of McKesson's $88.3B market cap — well below the 0.1% materiality threshold.
  • No C-suite CEO or CFO open-market sales; CFO received a non-cash grant of 8,082 shares.
  • McKesson has 87% analyst bullish consensus (9 Strong Buy, 11 Buy).
  • Historical calibration shows cluster insider trades at McKesson have a net negative alpha at T+20, but the dollar amount here is too small to be informative.

Financial Impact

Total insider sales of $5.85M, representing ~0.007% of market cap — immaterial.

insider selling

Risk Factors

  • If a larger cluster of C-suite sales emerges in the next 30 days, it could signal a change in insider sentiment.
  • Historical calibration shows past neutral reports on MCK underperformed at T+20, but this cluster's trivial size makes it non-informative.

Market Snapshot

Exchange
NYSE
Sector
Wholesale-Drugs, Proprietaries & Druggists' Sundries
Analyst Consensus
87% bullish (23 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-MCK-1780428569945
12 reports for MCK
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for MCK — sortable, filterable
Type Now
Jun 12, 2026
today
DEFA14A
NEUTRAL ★ 2/10
$784.39 awaiting T+1awaiting T+1$784.05 (−0.04%)
Jun 12, 2026
today
8-K
NEUTRAL ★ 5/10
$787.31 awaiting T+1awaiting T+1$784.05 (−0.41%)
Jun 8, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$768.21 awaiting T+1awaiting T+1$784.05 (+2.06%)
Jun 3, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
$739.40 $756.67▲ +2.34%▲ +1.94%$784.05 (+6.04%)
Jun 2, 2026
10d ago
Insider Cluster
NEUTRAL ★ 3/10
$736.15 $739.40▲ +0.44%▲ +1.16%$784.05 (+6.51%)
May 27, 2026
16d ago
Insider Cluster
NEUTRAL ★ 3/10
$756.13 $755.12▼ −0.13%▼ −0.69%$784.05 (+3.69%)
May 27, 2026
16d ago
Insider Cluster
NEUTRAL ★ 2/10
$756.13 $755.12▼ −0.13%▼ −0.69%$784.05 (+3.69%)
May 7, 2026
5w ago
8-K
BULLISH ★ 8/10
$732.70 $724.62▼ −1.10%▼ −1.33%$784.05 (+7.01%)
Apr 28, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$834.40 $823.08▼ −1.36%▼ −1.35%$784.05 (−6.03%)
Apr 6, 2026
9w ago
8-K
NEUTRAL ★ 4/10
$856.36 $853.48▼ −0.34%▼ −0.40%$784.05 (−8.44%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (53h 15m)

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