McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionEmpirical Financial Services, LLC d.b.a. Empirical Wealth Management
Latest Disclosed Ownership9,942 shares
Latest Disclosed Value $ 8,603,280
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reports 3.33% decrease in ownership of MCK / McKesson Corporation

On May 4, 2026 - Empirical Financial Services, LLC d.b.a. Empirical Wealth Management filed a 13F-HR form disclosing ownership of 9,942 shares of McKesson Corporation (MX:MCK) valued at $8,603,280 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 10,284 shares of McKesson Corporation. This represents a change in shares of -3.33% 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)
2026-05-04 2026-03-31 13F MCKESSON COM 58155Q103 9,942 -342 -3.33 8,603 1.99 0.1025
2026-01-16 2025-12-31 13F MCKESSON COM 58155Q103 10,284 275 2.75 8,436 9.09 0.1502
2025-11-10 2025-09-30 13F MCKESSON COM 58155Q103 10,009 1,585 18.82 7,732 25.28 0.1547
2025-07-21 2025-06-30 13F MCKESSON COM 58155Q103 8,424 -2,166 -20.45 6,173 -13.39 0.1393
2025-05-08 2025-03-31 13F MCKESSON COM 58155Q103 10,590 -21,211 -66.70 7,127 -60.68 0.1833
2025-01-22 2024-12-31 13F MCKESSON COM 58155Q103 31,801 3,731 13.29 18,124 30.59 0.4917
2024-11-01 2024-09-30 13F MCKESSON COM 58155Q103 28,070 2,983 11.89 13,878 -5.28 0.3894
2024-08-09 2024-06-30 13F MCKESSON COM 58155Q103 25,087 2,396 10.56 14,652 20.28 0.4342
2024-05-07 2024-03-31 13F MCKESSON COM 58155Q103 22,691 16,472 264.87 12,182 323.10 0.3677
2024-02-06 2023-12-31 13F MCKESSON COM 58155Q103 6,219 608 10.84 2,879 18.04 0.0956
2023-11-03 2023-09-30 13F MCKESSON COM 58155Q103 5,611 351 6.67 2,440 8.54 0.0956
2023-08-11 2023-06-30 13F MCKESSON COM 58155Q103 5,260 -88 -1.65 2,247 18.08 0.0904
2023-05-09 2023-03-31 13F MCKESSON COM 58155Q103 5,348 243 4.76 1,904 -0.57 0.0826
2023-02-08 2022-12-31 13F MCKESSON COM 58155Q103 5,105 329 6.89 1,915 17.93 0.0902
2022-11-03 2022-09-30 13F MCKESSON COM 58155Q103 4,776 345 7.79 1,623 12.32 0.0850
2022-08-02 2022-06-30 13F MCKESSON COM 58155Q103 4,431 -829 -15.76 1,445 -10.25 0.0758
2022-05-13 2022-03-31 13F MCKESSON COM 58155Q103 5,260 2,230 73.60 1,610 113.81 0.0803
2022-02-14 2021-12-31 13F MCKESSON COM 58155Q103 3,030 1,486 96.24 753 144.48 0.0376
2021-11-02 2021-09-30 13F MCKESSON COM 58155Q103 1,544 0 0.00 308 4.41 0.0175
2021-08-12 2021-06-30 13F MCKESSON COM 58155Q103 1,544 140 9.97 295 7.66 0.0179
2021-05-17 2021-03-31 13F MCKESSON COM 58155Q103 1,404 -20 -1.40 274 10.48 0.0219
2021-02-12 2020-12-31 13F MCKESSON COM 58155Q103 1,424 1,424 248 0.0189
2018-08-13 2018-06-30 13F MCKESSON COM 58155Q103 0 -15,765 -100.00 0 -100.00
2018-05-11 2018-03-31 13F MCKESSON COM 58155Q103 15,765 15,765 45 0.0089
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.