Ninety One UK Ltd Boosts McKesson Stake by 4.1%

Investment firm adds over 1,600 shares of the healthcare distribution giant in Q4

Apr. 18, 2026 at 11:43am

An extreme close-up of interlocking metal gears and machinery in shades of steel grey, bronze, and black, conceptually representing the secure, industrial infrastructure of the global healthcare supply chain.Institutional investors continue to see value in the industrial might and operational scale of major healthcare distributors like McKesson.Irving Today

Ninety One UK Ltd increased its position in McKesson Corporation (NYSE: MCK) by 4.1% during the fourth quarter, according to a recent SEC filing. The fund now owns 42,244 shares of the company's stock worth $34.7 million.

Why it matters

McKesson is one of the largest healthcare services and distribution companies in the world, supplying pharmaceuticals, medical-surgical products, and technology solutions to pharmacies, hospitals, and other providers. Institutional investors closely track changes in ownership of major healthcare stocks like McKesson.

The details

Ninety One UK Ltd purchased an additional 1,654 shares of McKesson during the fourth quarter, bringing its total stake to 42,244 shares. The investment firm cited McKesson's leading position in the pharmaceutical distribution industry and its potential for growth as reasons for the increased investment.

  • Ninety One UK Ltd filed its Q4 2025 13F report on April 18, 2026, disclosing the increased McKesson stake.

The players

Ninety One UK Ltd

A global investment management firm that oversees over $200 billion in assets.

McKesson Corporation

A leading healthcare services and distribution company that supplies pharmaceuticals, medical-surgical products, and technology solutions to pharmacies, hospitals, and other providers.

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The takeaway

The increased stake by Ninety One UK Ltd reflects ongoing institutional investor confidence in McKesson's market position and growth prospects within the evolving healthcare distribution landscape.