MCK
Mckesson Corp
2 super-investors hold MCK worth a combined $404M. The largest position: Stephen Mandel at 2.7% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 35 — ranked #205 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own MCK
The dominant fact here is Stephen Mandel's new $339M position, which immediately became his largest holding in MCK at 2.7% of his portfolio — the only meaningful conviction signal in an otherwise sparse ownership picture. Greenblatt carries a rounding-error stake of $65M (effectively 0.0% of portfolio) that has persisted quietly for at least one prior quarter. Cohort interest in McKesson had been dormant for six consecutive quarters before Mandel's entry in 2026Q1, making his initiation the single event worth noting. With just two holders and combined exposure of $404M, super-investor interest remains narrow, though Mandel's sizing suggests this is a deliberate position rather than a casual initiation.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 2.7% | 3q | $339M | 392,224 |
| 2 | Joel Greenblatt | <0.1% | 38q | $65M | 75,208 |
Owners of MCK also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stephen Mandel | NEW | 2.7% | +100% | $339M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 58155Q103. Not investment advice.