McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionAct Two Investors Llc
Latest Disclosed Ownership8,920 shares
Latest Disclosed Value $ 7,719,011
Act Two Investors Llc ownership in MCK / McKesson Corporation

On May 8, 2026 - Act Two Investors Llc filed a 13F-HR form disclosing ownership of 8,920 shares of McKesson Corporation (MX:MCK) valued at $7,719,011 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 8,920 shares of McKesson Corporation. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F MCKESSON COM 58155Q103 8,920 0 0.00 7,719 5.51 1.7033
2026-02-10 2025-12-31 13F MCKESSON COM 58155Q103 8,920 -97 -1.08 7,317 5.04 1.3161
2025-11-12 2025-09-30 13F MCKESSON COM 58155Q103 9,017 0 0.00 6,966 5.42 1.2347
2025-08-12 2025-06-30 13F MCKESSON COM 58155Q103 9,017 0 0.00 6,607 8.88 1.3488
2025-05-12 2025-03-31 13F MCKESSON COM 58155Q103 9,017 0 0.00 6,068 18.10 1.2861
2025-02-13 2024-12-31 13F MCKESSON COM 58155Q103 9,017 0 0.00 5,139 15.25 1.0008
2024-11-12 2024-09-30 13F MCKESSON COM 58155Q103 9,017 0 0.00 4,458 -15.34 0.8410
2024-08-12 2024-06-30 13F MCKESSON COM 58155Q103 9,017 944 11.69 5,266 21.53 1.0425
2024-05-09 2024-03-31 13F MCKESSON COM 58155Q103 8,073 0 0.00 4,334 15.95 0.8705
2024-02-12 2023-12-31 13F MCKESSON COM 58155Q103 8,073 178 2.25 3,738 8.86 0.8073
2023-11-09 2023-09-30 13F MCKESSON COM 58155Q103 7,895 0 0.00 3,433 1.78 0.9185
2023-08-11 2023-06-30 13F MCKESSON COM 58155Q103 7,895 190 2.47 3,374 22.97 0.9436
2023-05-15 2023-03-31 13F MCKESSON COM 58155Q103 7,705 0 0.00 2,743 -5.09 1.0936
2023-02-10 2022-12-31 13F MCKESSON COM 58155Q103 7,705 0 0.00 2,890 10.35 2.9872
2022-11-10 2022-09-30 13F MCKESSON COM 58155Q103 7,705 0 0.00 2,619 4.22 2.6508
2022-08-12 2022-06-30 13F MCKESSON COM 58155Q103 7,705 0 0.00 2,513 6.53 2.3702
2022-05-13 2022-03-31 13F MCKESSON COM 58155Q103 7,705 0 0.00 2,359 23.19 1.8704
2022-02-14 2021-12-31 13F MCKESSON COM 58155Q103 7,705 0 0.00 1,915 24.67 1.5095
2021-11-12 2021-09-30 13F MCKESSON COM 58155Q103 7,705 -190 -2.41 1,536 1.72 0.3645
2021-08-12 2021-06-30 13F MCKESSON COM 58155Q103 7,895 190 2.47 1,510 0.47 0.2951
2021-05-14 2021-03-31 13F MCKESSON COM 58155Q103 7,705 0 0.00 1,503 12.16 0.3312
2021-02-12 2020-12-31 13F MCKESSON COM 58155Q103 7,705 0 0.00 1,340 16.72 0.3380
2020-11-16 2020-09-30 13F MCKESSON COM 58155Q103 7,705 0 0.00 1,148 -2.88 0.3713
2020-08-12 2020-06-30 13F MCKESSON COM 58155Q103 7,705 0 0.00 1,182 13.44 0.4417
2020-05-14 2020-03-31 13F MCKESSON COM 58155Q103 7,705 0 0.00 1,042 -2.25 0.4816
2020-02-12 2019-12-31 13F MCKESSON COM 58155Q103 7,705 -409 -5.04 1,066 -3.88 0.4039
2019-11-13 2019-09-30 13F MCKESSON COM 58155Q103 8,114 409 5.31 1,109 7.15 0.4893
2019-08-14 2019-06-30 13F MCKESSON COM 58155Q103 7,705 0 0.00 1,035 14.75 0.5382
2019-05-13 2019-03-31 13F MCKESSON COM 58155Q103 7,705 0 0.00 902 5.99 0.5188
2019-02-14 2018-12-31 13F MCKESSON COM 58155Q103 7,705 7,705 851 0.5980
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.