What Makes McKesson Corporation (MCK) an Attractive Bet?

9 hours ago 3

Soumya Eswaran

Wed, May 20, 2026 astatine 8:26 AM CDT 3 min read

TCW Funds, an concern absorption firm, published its first-quarter 2026 capitalist missive for the 'TCW Concentrated Large Cap Growth Fund.' A transcript of the missive is disposable to download here. The archetypal 4th was marked by volatility successful equity markets, driven by geopolitical tensions, concerns astir the backstage recognition sector, a authorities shutdown, and ongoing AI concerns. During this period, The Fund (I Share) reported a nett nonaccomplishment of 11.75%, lagging down the Russell 1000 Growth Index instrumentality of -9.78%. The Fund considers the market's broadening arsenic a steadfast motion and remains assured that the marketplace volition yet admit the portfolio's intrinsic value. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2026.

In its first-quarter 2026 capitalist letter, TCW Concentrated Large Cap Growth Fund highlighted McKesson Corporation (NYSE:MCK) arsenic a recently added position. McKesson Corporation (NYSE:MCK) is simply a starring healthcare services institution headquartered successful Irving, Texas. On May 19, 2026, McKesson Corporation (NYSE:MCK) closed astatine $761.89 per share. One-month instrumentality of McKesson Corporation (NYSE:MCK) was -8.12%, and its shares gained 6.01% implicit the past 52 weeks. McKesson Corporation (NYSE:MCK) has a marketplace capitalization of $91.58 billion.

TCW Concentrated Large Cap Growth Fund stated the pursuing regarding McKesson Corporation (NYSE:MCK) successful its Q1 2026 capitalist letter:

"McKesson Corporation (NYSE:MCK) (MCK; Healthcare; 1.19%**) – McKesson provides cause organisation and IT services to healthcare providers and pharmaceutical manufacturers successful North America (U.S. and Canada). The institution distributes branded and generic pharmaceuticals, medical-surgical supplies, and related services to healthcare providers, autarkic and retail concatenation pharmacies, and message bid facilities. The company’s Prescription Technology Solutions (PTS) conception provides 3rd enactment logistics, affordability, and entree solutions to biopharma, retail pharmacy, and healthcare providers. We judge the institution has successfully revamped its portfolio implicit the past decennary to higher borderline and faster maturation businesses, which we judge volition pb to a much sustainable and higher maturation algorithm than peers. We are attracted to the company’s competitory presumption successful an oligopolistic market, web effects successful its PTS segment, and management’s past of beardown superior allocation. We judge the existent stock terms does not adequately bespeak the longer-term currency travel procreation imaginable of the business."

Read Entire Article