{
  "id": 7813949,
  "title": "Alluvium Raised Its McKesson (MCK) Stake as Long-Term Growth Expectations Remain Strong",
  "url": "https://urgent.news/2026/09/16/alluvium-raised-its-mckesson-mck-stake-as-long-term-growth",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-16T15:04:54.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/markets/stocks/articles/alluvium-raised-mckesson-mck-stake-150454748.html"
  },
  "original_language": "en",
  "account": "Alluvium Asset Management released its second-quarter 2026 investor letter, highlighting their McKesson Corporation (NYSE:MCK) stake. The McKesson Corporation, a leading healthcare services company based in Irving, Texas, closed at $899.56 per share on September 15, 2026. Over the past month, McKesson Corporation's shares returned 5.37% and gained 29.95% over the past 52 weeks. The fund's Q2 2026 investor letter states that McKesson Corporation's full-year results were in line with expectations, and management provided strong guidance for next year's earnings, expecting long-term growth of 13%-16%. Despite the mixed portfolio results, Alluvium Asset Management increased their McKesson Corporation stake to 6.8% of the Fund, as its share price was trading below the valuation increased by 18% after applying their model.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}