McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership1,560 shares
Latest Disclosed Value $ 1,350,007
Belpointe Asset Management LLC reports 4.47% decrease in ownership of MCK / McKesson Corporation

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 1,560 shares of McKesson Corporation (MX:MCK) valued at $1,350,007 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 1,633 shares of McKesson Corporation. This represents a change in shares of -4.47% 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)
2026-04-28 2026-03-31 13F MCKESSON COM 58155Q103 1,560 -73 -4.47 1,350 0.82 0.0493
2026-01-27 2025-12-31 13F MCKESSON COM 58155Q103 1,633 116 7.65 1,340 14.35 0.0484
2025-11-03 2025-09-30 13F MCKESSON COM 58155Q103 1,517 -244 -13.86 1,172 -9.22 0.0448
2025-07-22 2025-06-30 13F MCKESSON COM 58155Q103 1,761 -119 -6.33 1,290 1.98 0.0538
2025-05-20 2025-03-31 13F MCKESSON COM 58155Q103 1,880 195 11.57 1,265 33.86 0.0658
2025-02-13 2024-12-31 13F MCKESSON COM 58155Q103 1,685 100 6.31 945 20.69 0.0570
2024-11-13 2024-09-30 13F MCK COM 58155Q103 1,585 532 50.52 784 27.32 0.0470
2024-08-02 2024-06-30 13F MCKESSON COM 58155Q103 1,053 434 70.11 615 85.24 0.0429
2024-05-08 2024-03-31 13F MCKESSON COM 58155Q103 619 -239 -27.86 332 -16.37 0.0249
2024-02-13 2023-12-31 13F MCKESSON COM 58155Q103 858 -683 -44.32 397 -40.75 0.0349
2023-11-15 2023-09-30 13F MCKESSON COM 58155Q103 1,541 -294 -16.02 670 -14.54 0.0694
2023-08-15 2023-06-30 13F MCKESSON COM 58155Q103 1,835 -5,785 -75.92 784 -71.10 0.0830
2023-05-15 2023-03-31 13F MCKESSON COM 58155Q103 7,620 2,685 54.41 2,713 46.57 0.1465
2023-02-08 2022-12-31 13F MCKESSON COM 58155Q103 4,935 -2,381 -32.55 1,851 -25.54 0.1118
2022-11-14 2022-09-30 13F MCKESSON COM 58155Q103 7,316 -513 -6.55 2,486 -2.66 0.1680
2022-08-02 2022-06-30 13F MCKESSON COM 58155Q103 7,829 139 1.81 2,554 8.50 0.1712
2022-04-28 2022-03-31 13F MCKESSON COM 58155Q103 7,690 -61 -0.79 2,354 22.22 0.1427
2022-02-15 2021-12-31 13F MCKESSON COM 58155Q103 7,751 121 1.59 1,926 26.63 0.1201
2021-11-15 2021-09-30 13F MCKESSON COM 58155Q103 7,630 1,002 15.12 1,521 20.05 0.1037
2021-08-09 2021-06-30 13F MCKESSON COM 58155Q103 6,628 -579 -8.03 1,267 -9.82 0.0912
2021-05-14 2021-03-31 13F MCKESSON COM 58155Q103 7,207 -21,709 -75.08 1,405 -72.06 0.1203
2021-02-16 2020-12-31 13F MCKESSON COM 58155Q103 28,916 23,119 398.81 5,029 482.73 0.4514
2020-11-13 2020-09-30 13F/A-1 MCKESSON COM 58155Q103 5,797 -117 -1.98 863 -4.85 0.0960
2020-11-13 2020-09-30 13F MCKESSON COM 58155Q103 4,088 553
2020-07-20 2020-06-30 13F MCKESSON COM 58155Q103 5,914 1,826 44.67 907 64.01 0.1174
2020-07-20 2020-03-31 13F MCKESSON COM 58155Q103 4,088 2,708 196.23 553 189.53 0.0969
2020-02-18 2019-12-31 13F MCKESSON COM 58155Q103 1,380 246 21.69 191 23.23 0.0242
2020-01-16 2019-09-30 13F MCKESSON COM 58155Q103 1,134 220 24.07 155 26.02 0.0251
2019-11-22 2019-06-30 13F MCKESSON COM 58155Q103 914 -167 -15.45 123 -3.15 0.0242
2019-06-11 2019-03-31 13F MCKESSON COM 58155Q103 1,081 1,081 127 0.0248
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.