McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionDonaldson Capital Management, Llc
Latest Disclosed Ownership490 shares
Latest Disclosed Value $ 423,682
Donaldson Capital Management, Llc reports 4.48% increase in ownership of MCK / McKesson Corporation

On April 30, 2026 - Donaldson Capital Management, Llc filed a 13F-HR form disclosing ownership of 490 shares of McKesson Corporation (MX:MCK) valued at $423,682 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 469 shares of McKesson Corporation. This represents a change in shares of 4.48% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-30 2026-03-31 13F MCKESSON COM 58155Q103 490 21 4.48 424 9.87 0.0137
2026-01-14 2025-12-31 13F MCKESSON COM 58155Q103 469 0 0.00 385 6.35 0.0122
2025-11-04 2025-09-30 13F MCKESSON COM 58155Q103 469 -14 -2.90 362 2.55 0.0115
2025-08-07 2025-06-30 13F MCKESSON COM 58155Q103 483 100 26.11 354 37.35 0.0130
2025-04-15 2025-03-31 13F MCKESSON COM 58155Q103 383 383 258 0.0097
2025-02-07 2024-12-31 13F MCKESSON COM 58155Q103 0 -414 -100.00 0 -100.00
2024-10-29 2024-09-30 13F MCKESSON COM 58155Q103 414 -266 -39.12 205 -48.61 0.0079
2024-07-31 2024-06-30 13F MCKESSON COM 58155Q103 680 54 8.63 397 18.15 0.0167
2024-04-22 2024-03-31 13F MCKESSON COM 58155Q103 626 13 2.12 336 18.73 0.0140
2024-01-30 2023-12-31 13F MCKESSON COM 58155Q103 613 -219 -26.32 284 -21.61 0.0127
2023-10-11 2023-09-30 13F MCKESSON COM 58155Q103 832 -8 -0.95 362 0.56 0.0170
2023-07-17 2023-06-30 13F MCKESSON COM 58155Q103 840 840 359 0.0164
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.