LongMCKJul 2026
McKesson Corporation
Alluvium added to McKesson after results came in line with its expectations and management issued strong forward guidance. Management reiterated long-term earnings growth…
MCK
1 published idea on McKesson Corporation across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on McKesson: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Alluvium added to McKesson after results came in line with its expectations and management issued strong forward guidance. Management reiterated long-term earnings growth…