McKesson Shares Trimmed by Zuckerman Investment Group

Hedge fund reduces stake in pharmaceutical distributor McKesson Corporation

Mar. 14, 2026 at 12:04pm

Zuckerman Investment Group LLC, a hedge fund, reduced its stake in McKesson Corporation (NYSE:MCK) by 5.3% in the third quarter of 2025. The firm now owns 47,278 shares of the pharmaceutical distribution company's stock, valued at $36.5 million as of its most recent SEC filing.

Why it matters

McKesson is one of the largest pharmaceutical distributors in the United States, playing a critical role in the healthcare supply chain. Changes in ownership stakes by major institutional investors can signal shifts in market sentiment around the company's prospects.

The details

Zuckerman Investment Group trimmed its position in McKesson by selling 2,630 shares during the third quarter. The firm's holdings in McKesson now make up 3.4% of its overall portfolio, making it the 5th largest position. Other major investors, including Norges Bank, Alliancebernstein L.P., and Arrowstreet Capital Limited Partnership, have increased their stakes in McKesson in recent quarters.

  • Zuckerman Investment Group reduced its McKesson stake in the 3rd quarter of 2025.
  • The firm's latest 13F filing with the SEC was for the period ending September 30, 2025.

The players

Zuckerman Investment Group LLC

A hedge fund that has trimmed its position in pharmaceutical distributor McKesson Corporation.

McKesson Corporation

A global healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products and health care technology solutions.

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The takeaway

The reduction in Zuckerman Investment Group's stake in McKesson suggests some institutional investors may be reevaluating the outlook for the pharmaceutical distribution industry amid ongoing market and regulatory changes. However, the company remains a major holding for many large hedge funds and institutional investors.