The insider sales are too small relative to McKesson's $88.3B market cap to warrant a bearish read. Monitor for any larger C-suite sales or a cluster exceeding 0.1% of market cap before adjusting positioning. The CFO's non-cash grant is routine compensation and has no economic signal.
Price Chart
Executive Summary
Three McKesson EVPs sold a total of $5.85M in open-market sales over a 7-day window, including the Chief Strategy Officer, Chief Legal Officer, and Chief HR Officer. The sales represent ~0.007% of McKesson's $88.3B market cap — a trivial amount — and are likely routine portfolio diversification or 10b5-1 plan activity, not a bearish signal on the company's fundamentals.
Key Financial Metrics
Key Facts
- Three EVPs sold a total of $5.85M in open-market sales between May 26 and June 1, 2026.
- Sales are ~0.007% of McKesson's $88.3B market cap — well below the 0.1% materiality threshold.
- No C-suite CEO or CFO open-market sales; CFO received a non-cash grant of 8,082 shares.
- McKesson has 87% analyst bullish consensus (9 Strong Buy, 11 Buy).
- Historical calibration shows cluster insider trades at McKesson have a net negative alpha at T+20, but the dollar amount here is too small to be informative.
Financial Impact
Total insider sales of $5.85M, representing ~0.007% of market cap — immaterial.
Risk Factors
- If a larger cluster of C-suite sales emerges in the next 30 days, it could signal a change in insider sentiment.
- Historical calibration shows past neutral reports on MCK underperformed at T+20, but this cluster's trivial size makes it non-informative.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-MCK-1780428569945 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 28, 2026 4w ago | 8-K | $885.32 $851.02 | ▼ −3.87% | ▼ −3.93% | $887.16 (+0.21%) |
Jul 1, 2026 13w ago | 8-K | $768.06 $888.56 | ▲ +15.69% | ▲ +17.87% | $887.16 (+15.51%) |
Jun 30, 2026 13w ago | DEFA14A | $768.06 $888.56 | ▲ +15.69% | ▲ +17.87% | $887.16 (+15.51%) |
Jun 12, 2026 15w ago | DEFA14A | $779.78 $812.28 | ▲ +4.17% | ▲ +4.92% | $887.16 (+13.77%) |
Jun 12, 2026 16w ago | 8-K | $784.05 $805.96 | ▲ +2.79% | ▲ +1.01% | $887.16 (+13.15%) |
Jun 8, 2026 16w ago | Insider Cluster | $766.64 $784.23 | ▲ +2.29% | ▲ +0.66% | $887.16 (+15.72%) |
Jun 3, 2026 17w ago | Insider Cluster | $739.40 $768.06 | ▲ +3.88% | ▲ +5.00% | $887.16 (+19.98%) |
Jun 2, 2026 17w ago | Insider Cluster | $736.15 $768.06 | ▲ +4.34% | ▲ +6.15% | $887.16 (+20.51%) |
May 27, 2026 18w ago | Insider Cluster | $756.13 $766.55 | ▲ +1.38% | ▲ +3.67% | $887.16 (+17.33%) |
May 27, 2026 18w ago | Insider Cluster | $756.13 $766.55 | ▲ +1.38% | ▲ +3.67% | $887.16 (+17.33%) |
US Market Status
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