McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionCapital Advisors Inc/ok
Latest Disclosed Ownership987 shares
Latest Disclosed Value $ 854,058
Capital Advisors Inc/ok reports 5.45% increase in ownership of MCK / McKesson Corporation

On April 27, 2026 - Capital Advisors Inc/ok filed a 13F-HR form disclosing ownership of 987 shares of McKesson Corporation (MX:MCK) valued at $854,058 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 936 shares of McKesson Corporation. This represents a change in shares of 5.45% 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)
2026-04-27 2026-03-31 13F MCKESSON COM 58155Q103 987 51 5.45 854 11.34 0.0118
2026-01-15 2025-12-31 13F MCKESSON COM 58155Q103 936 4 0.43 768 6.68 0.0124
2025-10-21 2025-09-30 13F MCKESSON COM 58155Q103 932 47 5.31 720 10.96 0.0120
2025-07-22 2025-06-30 13F MCKESSON COM 58155Q103 885 13 1.49 648 10.58 0.0116
2025-04-29 2025-03-31 13F MCKESSON COM 58155Q103 872 -599 -40.72 587 -30.07 0.0117
2025-01-29 2024-12-31 13F MCKESSON COM 58155Q103 1,471 1 0.07 838 15.43 0.0167
2024-10-28 2024-09-30 13F MCKESSON COM 58155Q103 1,470 0 0.00 727 -15.38 0.0146
2024-07-31 2024-06-30 13F MCKESSON COM 58155Q103 1,470 0 0.00 858 8.75 0.0177
2024-04-29 2024-03-31 13F MCKESSON COM 58155Q103 1,470 0 0.00 789 16.03 0.0169
2024-01-29 2023-12-31 13F MCKESSON COM 58155Q103 1,470 -9 -0.61 680 5.75 0.0152
2023-10-24 2023-09-30 13F MCKESSON COM 58155Q103 1,479 -17 -1.14 643 0.63 0.0169
2023-07-18 2023-06-30 13F MCKESSON COM 58155Q103 1,496 25 1.70 639 22.18 0.0162
2023-04-19 2023-03-31 13F MCKESSON COM 58155Q103 1,471 1 0.07 524 -5.08 0.0141
2023-01-17 2022-12-31 13F MCKESSON COM 58155Q103 1,470 -317 -17.74 551 -12.54 0.0156
2022-10-17 2022-09-30 13F MCKESSON COM 58155Q103 1,787 317 21.56 630 31.52 0.0195
2022-07-15 2022-06-30 13F MCKESSON COM 58155Q103 1,470 0 0.00 479 6.44 0.0144
2022-05-05 2022-03-31 13F MCKESSON COM 58155Q103 1,470 500 51.55 450 86.72 0.0123
2022-01-27 2021-12-31 13F MCKESSON COM 58155Q103 970 970 241 0.0065
2019-02-06 2018-12-31 13F MCKESSON COM 58155Q103 0 -1,601 -100.00 0 -100.00
2018-11-13 2018-09-30 13F MCKESSON COM 58155Q103 1,601 0 0.00 212 -0.93 0.0126
2018-08-06 2018-06-30 13F MCKESSON COM 58155Q103 1,601 0 0.00 214 -5.31 0.0129
2018-05-04 2018-03-31 13F MCKESSON COM 58155Q103 1,601 -1 -0.06 226 -9.60 0.0136
2018-01-29 2017-12-31 13F MCKESSON COM 58155Q103 1,602 0 0.00 250 1.63 0.0146
2017-11-14 2017-09-30 13F MCKESSON COM 58155Q103 1,602 0 0.00 246 -6.82 0.0151
2017-08-09 2017-06-30 13F MCKESSON COM 58155Q103 1,602 0 0.00 264 10.92 0.0165
2017-04-27 2017-03-31 13F MCKESSON COM 58155Q103 1,602 -1,000 -38.43 238 -34.79 0.0156
2017-02-13 2016-12-31 13F MCKESSON COM 58155Q103 2,602 -371 -12.48 365 -26.26 0.0254
2016-11-02 2016-09-30 13F MCKESSON COMMON 58155Q103 2,973 1 0.03 496 -10.65 0.0741
2016-08-09 2016-06-30 13F MCKESSON COMMON 58155Q103 2,972 2,972 555 0.0859
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.