McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionFirst Western Trust Bank
Latest Disclosed Ownership743 shares
Latest Disclosed Value $ 642,962
First Western Trust Bank reports 0.40% decrease in ownership of MCK / McKesson Corporation

On May 12, 2026 - First Western Trust Bank filed a 13F-HR form disclosing ownership of 743 shares of McKesson Corporation (MX:MCK) valued at $642,962 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 746 shares of McKesson Corporation. This represents a change in shares of -0.40% 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)
2026-05-12 2026-03-31 13F MCKESSON Common Stock 58155Q103 743 -3 -0.40 643 5.07 0.0200
2026-02-12 2025-12-31 13F MCKESSON Common Stock 58155Q103 746 5 0.67 612 6.82 0.0301
2025-11-14 2025-09-30 13F MCKESSON Common Stock 58155Q103 741 -11 -1.46 572 3.81 0.0263
2025-08-08 2025-06-30 13F MCKESSON Common Stock 58155Q103 752 -189 -20.09 551 -12.95 0.0248
2025-05-12 2025-03-31 13F MCKESSON Common Stock 58155Q103 941 10 1.07 633 19.43 0.0303
2025-02-13 2024-12-31 13F MCKESSON Common Stock 58155Q103 931 18 1.97 531 17.52 0.0245
2024-11-07 2024-09-30 13F MCKESSON Common Stock 58155Q103 913 0 0.00 451 -15.38 0.0203
2024-08-05 2024-06-30 13F MCKESSON Common Stock 58155Q103 913 0 0.00 533 8.78 0.0254
2024-05-16 2024-03-31 13F MCKESSON Common Stock 58155Q103 913 18 2.01 490 18.36 0.0223
2024-02-07 2023-12-31 13F MCKESSON CORP COM Common Stock 58155Q103 895 895 414 0.0206
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.