MCK MCKESSON CORP

NEUTRAL Impact: 2/10 Insider Cluster (10 insiders)
Horizon days Filed May 27, 2026 Processed 9d 7h ago
Insider cluster: 2 insiders, $4.5M total

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Executive Summary

Two C-suite insiders at McKesson sold $4.52M in open-market stock on May 26, 2026, at ~$761/share. While the CEO and CFO had routine non-cash derivative exercises and tax-withholding transactions on May 23, the open-market sales by the Chief Strategy Officer and Chief Legal Officer represent the first material cash sales in the cluster. At $90.7B market cap, the $4.52M is ~0.005% — far below the 0.1% proportionality threshold — and per the asymmetric insider-sale literature, cluster sales are not predictive even when multiple insiders sell. The activity is too small relative to company size to carry informational content, and the derivative exercises/tax withholdings are non-cash and routine.

Key Financial Metrics

Direction
selling
Total Value
$4.5M
Insiders
10

Actionable Insight

Insider sales are well below the materiality threshold for a $90.7B company — no bearish signal. Monitor if this pattern scales (e.g., CEO/CFO begin open-market selling) but routine C-suite sales and derivative exercises are not actionable. No trade recommendation.

Key Facts

  • Two EVPs sold a combined $4.52M in open-market stock on 2026-05-26 at ~$761/share.
  • Total cluster sales are ~0.005% of McKesson's $90.7B market cap — trivial from a proportionality perspective.
  • CEO Brian Tyler and CFO Britt Vitalone had only non-cash derivative exercises and tax-withholding dispositions on 2026-05-23; no open-market sales by top C-suite.
  • Per academic literature, cluster insider sales are not predictive (Alldredge 2019) — many are liquidity-driven or vesting coincidences.
  • McKesson has 87% analyst bullish rating (12 Buy, 8 Strong Buy) — no signs of fundamental distress.

Financial Impact

$4.52M in open-market sales at ~$761/share, ~0.005% of market cap

Risk Factors

  • If insider selling accelerates in coming weeks (direction change), could signal leadership caution ahead of earnings.
  • Historical calibration shows past neutral calls on MCK at T+20 averaged -5.4% — but those were unrelated filings; insider cluster patterns have not been tested on this ticker.

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-1779905685522
9 reports for MCK
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for MCK — sortable, filterable
Type Now
Jun 3, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
Jun 2, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+5
May 27, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
$756.13 $736.78▼ −2.56%▼ −3.77%$775.66 (+2.58%)
May 27, 2026
9d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 7, 2026
29d ago
8-K
BULLISH ★ 8/10
$732.70 $747.23▲ +1.98%▲ +0.52%$775.66 (+5.86%)
Apr 28, 2026
5w ago
8-K
NEUTRAL ★ 3/10
awaiting T+5
Apr 6, 2026
8w ago
8-K
NEUTRAL ★ 4/10
$856.36 $864.34▲ +0.93%▼ −3.20%$775.66 (−9.42%)
Apr 1, 2026
9w ago
GOVT-CONTRACT
BULLISH ★ 7/10
awaiting T+5
Mar 5, 2026
13w ago
8-K
NEUTRAL ★ 3/10
$930.59 $943.53▲ +1.39%▲ +3.63%$775.66 (−16.65%)
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (35h 18m)

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