MCK at a glance
McKesson Corporation (MCK, SEC CIK 927653) filed its latest 10-K annual report on May 8, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as September 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended March 31, 2026 (FY2026), McKesson Corporation (MCK) reported revenue of $403.4 billion (up 12.4% from FY2025) and net income of $4.8 billion. Diluted EPS was $38.38.
- As of June 30, 2026, 57 institutional investment managers tracked by SignalX reported holding McKesson Corporation (MCK) shares worth $38.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Rutledge Napoleon B JR on September 8, 2026 of 111 shares at $891.45 per share.
- In the last 90 days, MCK insiders reported 0 open-market purchases ($0) and 2 open-market sales ($368K) on Form 4, a net sale of $368K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $403.4B
- +12.4% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$368K
- 13F holders
- 57 funds
- $38.2B · −1 vs prior quarter
- Latest 8-K
- Aug 28, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue, profitability, segment performance, cash flow, and capital deployment figures not provided
- Near-term outlook, guidance, and emerging headwinds not included
Risk Factors
- No risk-factors section provided; excerpt begins with Item 2 on share repurchases
- Capital-allocation risk: $5.0 billion additional repurchase authorization approved in April 2026
- Liquidity risk: $5.175 billion remaining repurchase authorization as of June 30, 2026
- Compliance risk: $25 million excise taxes incurred on share repurchases
- Execution risk: May 2026 ASR share estimates subject to final settlement in fiscal Q2 2027
AI summary of the MCK 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Cybersecurity incident discovered August 25, 2026, affecting McKesson information systems
- Investigation remains in early stages, creating ongoing uncertainty around scope and operational impact
Item 2.02: Results of Operations and Financial Condition
- Preliminary results cover quarter ended June 30, 2026
- Exhibit 99.1 contains McKesson’s reported operating and financial results
Item EX-99.1: Item EX-99.1
- Q1 FY27 revenue $105.4B, up 8%; adjusted EPS $9.93, up 20%, showing strong operating momentum
- Full-year adjusted EPS guidance raised to $44.20–$45.00 from $43.80–$44.60, implying 13%–15% growth
AI summaries of MCK 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MCK
Don't miss the next MCK filing
- Alerts as it files. A push when MCK files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut MCK, by share count.
- Ask anything. An AI agent that reads every MCK filing and answers with sources.
MCK alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Rutledge Napoleon B JR | Sell | Sep 8, 2026 | 111 | $891.45 |
| Lerman Bradley E | Sell | Aug 10, 2026 | 301 | $892.33 |
| Srinivasan Ramesh (NMN) | A | Aug 7, 2026 | 368 | - |
| OZAN KEVIN M | A | Jul 22, 2026 | 277 | - |
| Martinez Maria | A | Jul 22, 2026 | 277 | $814.04 |
| Lerman Bradley E | A | Jul 22, 2026 | 277 | - |
| Dunbar Webster Roy | A | Jul 22, 2026 | 277 | - |
| Hinton James H. | A | Jul 22, 2026 | 277 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $359.1B | $403.4B |
| Gross Profit | - | $13.3B | $14.6B |
| Operating Income | - | $4.4B | $6.2B |
| Net Income | - | $3.3B | $4.8B |
| Gross Margin | - | 3.7% | 3.6% |
| Op. Margin | - | 1.2% | 1.5% |
| Net Margin | - | 0.9% | 1.2% |
| Balance Sheet | |||
| Total Assets | $67.4B | $75.1B | $82.3B |
| Equity | - | -$2.1B | -$2.2B |
| ROE | - | -158.9% | -219.2% |
| Per Share | |||
| EPS | - | $25.72 | $38.38 |
| Cash Flow | |||
| Operating CF | - | $6.1B | $6.2B |
| CapEx | $431.0M | $537.0M | $436.0M |
Source: XBRL data in McKesson Corporation (MCK)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MCK share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 57 | $38.20B |
| Q1 2026 | 58 | $44.80B |
| Q4 2025 | 55 | $40.00B |
| Q3 2025 | 54 | $41.74B |
| Q2 2025 | 52 | $38.28B |
| Q1 2025 | 50 | $26.30B |
| Q4 2024 | 43 | $17.84B |
| Q3 2024 | 39 | $8.14B |
- Morgan Stanley+3.01M (+131%)
- D.E. Shaw & Co+430.5K (+807%)
- Citadel Advisors LLC+385.2K (+512%)
- Renaissance Technologies LLC+243.8K (+208%)
- Millennium Management+43.7K (+76%)
- JPMorgan Chase & Co−1.52M (-46%)
- FMR LLC (Fidelity)−1.47M (-41%)
- BlackRock−623.3K (-5%)
- Invesco Ltd−510.4K (-34%)
- Ameriprise Financial−407.2K (-71%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 408 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MCK filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 8-K | Aug 28, 2026 | - | Analysis | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jul 24, 2026 | - | Analysis | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - |
Related Health Care companies
- CAH · Cardinal HealthWholesale-Drugs, Proprietaries & Druggists' Sundries
- COR · CencoraWholesale-Drugs, Proprietaries & Druggists' Sundries
- HLF · HERBALIFE LTD.Wholesale-Drugs, Proprietaries & Druggists' Sundries
- NUS · NU SKIN ENTERPRISES, INC.Wholesale-Drugs, Proprietaries & Druggists' Sundries
- TXG · 10x Genomics, Inc.Laboratory Analytical Instruments
- FDMT · 4D Molecular Therapeutics, Inc.Biological Products, (No Diagnostic Substances)
- AARD · Aardvark Therapeutics, Inc.Pharmaceutical Preparations
- ABT · Abbott LaboratoriesPharmaceutical Preparations
MCK SEC filings: frequently asked questions
Are MCK insiders buying or selling?
In the last 90 days, McKesson Corporation (MCK) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $367,541 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MCK stock?
As of June 30, 2026, the largest McKesson Corporation (MCK) holders among the 13F filers tracked by SignalX were BlackRock ($8.2 billion), Vanguard Capital Management LLC ($5.9 billion), State Street Corp ($4.3 billion), Morgan Stanley ($4.0 billion), Franklin Resources ($2.2 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MCK's revenue in fiscal year 2026?
For the fiscal year ended March 31, 2026 (FY2026), McKesson Corporation (MCK) reported revenue of $403.4 billion (up 12.4% from FY2025) and net income of $4.8 billion. Diluted EPS was $38.38. The figures come from the XBRL data in the 10-K.
What did MCK report in its latest 8-K?
McKesson Corporation (MCK) filed an 8-K on August 28, 2026 reporting Item 7.01 (Regulation FD Disclosure). Cybersecurity incident discovered August 25, 2026, affecting McKesson information systems.
What are the latest MCK SEC filings?
McKesson Corporation (MCK) filed its latest 10-K annual report on May 8, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on September 10, 2026.
What is MCK's SEC CIK number?
McKesson Corporation (MCK)'s SEC Central Index Key (CIK) is 927653. EDGAR lists every MCK filing under that number.
Ask anything about MCK
The research agent reads MCK's filings, financials, insider trades and 13F holders, then answers with sources.