MCK
McKesson Corporation · Healthcare · Medical - Distribution
Señales de momentum (gestores comparables):
amplitud de titulares -4.8% ·
flujo de acciones -0.7% ·
nuevas posiciones netas -5.0%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 491.74K | $432.26M | n/a | −2 |
| Q2 2026 | 170 | 0 | 84.19M | $63.78B | +6 | −7 |
| Q1 2026 | 174 | 0 | 86.49M | $74.72B | +5 | −6 |
| Q4 2025 | 173 | +2 | 91.21M | $74.82B | +3 | n/a |
| Q3 2025 | 22 | 0 | 48.07M | $37.12B | +1 | −2 |
| Q2 2025 | 20 | -1 | 40.25M | $29.48B | n/a | −1 |
| Q1 2025 | 18 | -1 | 15.05M | $10.13B | +1 | −2 |
| Q4 2024 | 19 | +1 | 15.70M | $8.94B | +1 | n/a |
| Q3 2024 | 17 | -1 | 9.08M | $4.48B | +1 | −2 |
| Q2 2024 | 18 | n/a | 11.69M | $6.82B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 12.07M | n/a | $8.85B | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 11.25M | n/a | $8.24B | 0.2% | n/c | 1 | SEC ↗ ×22 |
| 3 | State Street Global Advisors ✦ (pasivo) | 5.70M | +0.1% | $4.18B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 2.82M | +4.1% | $2.06B | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Fidelity (FMR) ✦ | 2.15M | n/a | $1.57B | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 6 | Norges Bank ✦ (pasivo) | 1.84M | +4.1% | $1.35B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 1.24M | +56.4% | $906.11M | 0.6% | ▲ Add | 5 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 899.84K | -30.2% | $659.39M | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 9 | AQR Capital Management ✦ | 855.70K | -10.4% | $620.81M | 0.5% | ▼ Trim | 5 | SEC ↗ ×8 |
| 10 | Wellington Management ✦ | 465.80K | +8.9% | $341.33M | 0.1% | ▲ Add | 5 | SEC ↗ ×9 |
| 11 | Two Sigma Investments ✦ | 289.43K | -11.2% | $212.09M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 198.13K | +24665.8% | $145.18M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 13 | Adage Capital Partners ✦ | 149.77K | -31.3% | $109.75M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 14 | Bridgewater Associates ✦ | 147.77K | -5.4% | $108.28M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 100.42K | +29.2% | $73.59M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 16 | Gotham Asset Management ✦ | 36.51K | +36.4% | $26.75M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 17 | Glenview Capital ✦ | 25.58K | -68.7% | $18.75M | 0.5% | ▼ Trim | 5 | SEC ↗ |
| 18 | Marshall Wace ✦ | 12.52K | -96.8% | $9.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Millennium Management ✦ | 4.77K | -96.2% | $3.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Fisher Asset Management ✦ | 1.02K | +1.3% | $746,256 | 0.0% | ▲ Add | 5 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Soros Fund Management | $10.09M | era 0.3% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2,017 tenedores, 102.83M acciones, $85.35B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 800 acc. · $797,129
Officer · 111 acc. · $98,951
Director · 301 acc. · $268,590
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología