McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionBadgley Phelps Wealth Managers, LLC
Latest Disclosed Ownership30,835 shares
Latest Disclosed Value $ 26,708,161
Badgley Phelps Wealth Managers, LLC reports 0.64% decrease in ownership of MCK / McKesson Corporation

On April 15, 2026 - Badgley Phelps Wealth Managers, LLC filed a 13F-HR form disclosing ownership of 30,835 shares of McKesson Corporation (MX:MCK) valued at $26,708,161 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 31,033 shares of McKesson Corporation. This represents a change in shares of -0.64% 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)
2026-04-15 2026-03-31 13F MCKESSON COM 58155Q103 30,835 -198 -0.64 26,708 4.82 0.5318
2026-01-28 2025-12-31 13F MCKESSON COM 58155Q103 31,033 1,001 3.33 25,480 9.71 0.4667
2025-11-04 2025-09-30 13F MCKESSON COM 58155Q103 30,032 312 1.05 23,225 6.54 0.4886
2025-07-16 2025-06-30 13F MCKESSON COM 58155Q103 29,720 968 3.37 21,799 12.54 0.4828
2025-04-30 2025-03-31 13F MCKESSON COM 58155Q103 28,752 217 0.76 19,370 18.97 0.4676
2025-02-11 2024-12-31 13F MCKESSON COM 58155Q103 28,535 404 1.44 16,283 16.90 0.3800
2024-10-18 2024-09-30 13F MCKESSON COM 58155Q103 28,131 498 1.80 13,928 -13.79 0.3237
2024-08-14 2024-06-30 13F MCKESSON COM 58155Q103 27,633 826 3.08 16,156 12.13 0.3998
2024-05-15 2024-03-31 13F MCKESSON COM 58155Q103 26,807 12,802 91.41 14,408 122.19 0.3604
2024-02-14 2023-12-31 13F MCKESSON COM 58155Q103 14,005 14,005 6,484 0.1767
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.