McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionEverhart Financial Group, Inc.
Latest Disclosed Ownership2,244 shares
Latest Disclosed Value $ 1,941,868
Everhart Financial Group, Inc. reports 10.54% increase in ownership of MCK / McKesson Corporation

On April 9, 2026 - Everhart Financial Group, Inc. filed a 13F-HR form disclosing ownership of 2,244 shares of McKesson Corporation (MX:MCK) valued at $1,941,868 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 2,030 shares of McKesson Corporation. This represents a change in shares of 10.54% 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)
2026-04-09 2026-03-31 13F MCKESSON COM 58155Q103 2,244 214 10.54 1,942 16.58 0.1653
2026-01-07 2025-12-31 13F MCKESSON COM 58155Q103 2,030 101 5.24 1,665 11.74 0.1542
2025-11-04 2025-09-30 13F MCKESSON COM 58155Q103 1,929 343 21.63 1,490 28.23 0.1494
2025-08-07 2025-06-30 13F MCKESSON COM 58155Q103 1,586 85 5.66 1,162 15.05 0.1343
2025-04-16 2025-03-31 13F MCKESSON COM 58155Q103 1,501 104 7.44 1,010 26.88 0.1381
2025-01-30 2024-12-31 13F MCKESSON COM 58155Q103 1,397 22 1.60 796 17.23 0.1639
2024-11-04 2024-09-30 13F MCKESSON COM 58155Q103 1,375 60 4.56 680 -11.59 0.1506
2024-07-24 2024-06-30 13F MCKESSON COM 58155Q103 1,315 121 10.13 768 20.00 0.1993
2024-05-13 2024-03-31 13F MCKESSON COM 58155Q103 1,194 118 10.97 641 28.51 0.1866
2024-01-12 2023-12-31 13F MCKESSON COM 58155Q103 1,076 17 1.61 498 8.26 0.1765
2023-10-25 2023-09-30 13F MCKESSON COM 58155Q103 1,059 6 0.57 461 2.45 0.1954
2023-07-13 2023-06-30 13F MCKESSON COM 58155Q103 1,053 85 8.78 450 30.52 0.1861
2023-04-25 2023-03-31 13F MCKESSON COM 58155Q103 968 106 12.30 345 6.50 0.1547
2023-02-09 2022-12-31 13F MCKESSON COM 58155Q103 862 -159 -15.57 323 -6.92 0.1624
2022-10-12 2022-09-30 13F MCKESSON COM 58155Q103 1,021 128 14.33 347 19.24 0.1921
2022-07-12 2022-06-30 13F MCKESSON COM 58155Q103 893 893 291 0.1769
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.