In a recent SEC 13F filing, Farallon Capital Management disclosed the complete liquidation of its position in McKesson Corp (MCK) during the second quarter of 2026. The filing, made public on August 14, 2026, reflects trades executed by June 30, 2026, a common delay for such institutional disclosures. The firm sold all 234,300 of its shares, which were previously valued at $202.75 million and constituted over 1% of its reported portfolio.
This move by the major investment firm comes as McKesson has reported strong financial results and raised its earnings guidance for the fiscal year. As is typical, Farallon has not publicly commented on its specific reasons for exiting the position in the pharmaceutical distributor. This disclosure provides a snapshot of the firm's portfolio adjustments from several weeks ago.