McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership7,695 shares
Latest Disclosed Value $ 6,659,040
BKD Wealth Advisors, LLC reports 5.33% decrease in ownership of MCK / McKesson Corporation

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 7,695 shares of McKesson Corporation (MX:MCK) valued at $6,659,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 8,128 shares of McKesson Corporation. This represents a change in shares of -5.33% 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)
2026-05-01 2026-03-31 13F MCKESSON COM 58155Q103 7,695 -433 -5.33 6,659 -0.12 0.1264
2026-02-10 2025-12-31 13F MCKESSON COM 58155Q103 8,128 -312 -3.70 6,667 2.25 0.1259
2025-10-30 2025-09-30 13F MCKESSON COM 58155Q103 8,440 -299 -3.42 6,520 1.83 0.1295
2025-07-29 2025-06-30 13F MCKESSON COM 58155Q103 8,739 -213 -2.38 6,404 6.29 0.1381
2025-05-13 2025-03-31 13F MCKESSON COM 58155Q103 8,952 60 0.67 6,025 18.89 0.1445
2025-02-04 2024-12-31 13F MCKESSON COM 58155Q103 8,892 -180 -1.98 5,068 12.98 0.1168
2024-11-14 2024-09-30 13F MCKESSON COM 58155Q103 9,072 -256 -2.74 4,485 -17.66 0.1031
2024-08-09 2024-06-30 13F MCKESSON COM 58155Q103 9,328 -105 -1.11 5,448 7.56 0.1360
2024-04-19 2024-03-31 13F MCKESSON COM 58155Q103 9,433 -410 -4.17 5,064 11.13 0.1287
2024-01-11 2023-12-31 13F MCKESSON COM 58155Q103 9,843 -342 -3.36 4,557 2.91 0.1269
2023-10-26 2023-09-30 13F MCKESSON COM 58155Q103 10,185 -4,009 -28.24 4,429 -26.99 0.1336
2023-08-08 2023-06-30 13F MCKESSON COM 58155Q103 14,194 3,553 33.39 6,065 60.11 0.1777
2023-04-27 2023-03-31 13F MCKESSON COM 58155Q103 10,641 267 2.57 3,789 -2.65 0.1240
2023-02-03 2022-12-31 13F MCKESSON COM 58155Q103 10,374 -110 -1.05 3,892 9.21 0.1360
2022-10-14 2022-09-30 13F MCKESSON COM 58155Q103 10,484 191 1.86 3,563 6.10 0.1438
2022-07-22 2022-06-30 13F MCKESSON COM 58155Q103 10,293 -263 -2.49 3,358 3.90 0.1359
2022-05-10 2022-03-31 13F MCKESSON COM 58155Q103 10,556 392 3.86 3,232 27.95 0.1369
2022-01-14 2021-12-31 13F MCKESSON COM 58155Q103 10,164 124 1.24 2,526 26.17 0.1063
2021-10-14 2021-09-30 13F MCKESSON COM 58155Q103 10,040 358 3.70 2,002 8.10 0.0920
2021-07-14 2021-06-30 13F MCKESSON COM 58155Q103 9,682 557 6.10 1,852 4.04 0.0862
2021-04-23 2021-03-31 13F MCKESSON COM 58155Q103 9,125 885 10.74 1,780 24.21 0.0884
2021-01-22 2020-12-31 13F MCKESSON COM 58155Q103 8,240 1,118 15.70 1,433 35.06 0.0718
2020-11-05 2020-09-30 13F MCKESSON COM 58155Q103 7,122 1,972 38.29 1,061 34.30 0.0618
2020-07-15 2020-06-30 13F MCKESSON COM 58155Q103 5,150 2,333 82.82 790 107.35 0.0512
2020-04-10 2020-03-31 13F MCKESSON COM 58155Q103 2,817 1,371 94.81 381 90.50 0.0312
2020-01-13 2019-12-31 13F MCKESSON COM 58155Q103 1,446 1,446 200 0.0144
2016-04-12 2016-03-31 13F MCKESSON COM 58155Q103 0 -1,623 -100.00 0 -100.00
2016-01-26 2015-12-31 13F MCKESSON COM 58155Q103 1,623 34 2.14 320 8.84 0.0481
2015-11-10 2015-09-30 13F/A-1 MCKESSON COM 58155Q103 1,589 289 22.23 294 40.00 0.0518
2015-10-13 2015-09-30 13F MCKESSON COM 58155Q103 1,761 461 326 0.0551
2014-01-13 2013-12-31 13F MCKESSON COM 58155Q103 1,300 1,300 210 0.0177
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.