McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership1,076 shares
Latest Disclosed Value $ 931,287
Geneos Wealth Management Inc. reports 4.95% decrease in ownership of MCK / McKesson Corporation

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 1,076 shares of McKesson Corporation (MX:MCK) valued at $931,287 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 1,132 shares of McKesson Corporation. This represents a change in shares of -4.95% 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 1,076 -56 -4.95 931 0.32 0.0216
2026-01-28 2025-12-31 13F MCKESSON COM 58155Q103 1,132 -9 -0.79 929 5.33 0.0227
2025-10-22 2025-09-30 13F MCKESSON COM 58155Q103 1,141 -260 -18.56 882 -14.13 0.0224
2025-08-18 2025-06-30 13F MCKESSON COM 58155Q103 1,401 94 7.19 1,027 16.72 0.0251
2025-05-21 2025-03-31 13F/A-1 MCKESSON COM 58155Q103 1,307 163 14.25 880 35.02 0.0295
2025-05-08 2025-03-31 13F MCKESSON COM 58155Q103 1,010 -134 1,118 0.0282
2025-01-21 2024-12-31 13F MCKESSON COM 58155Q103 1,144 61 5.63 652 21.68 0.0228
2024-11-14 2024-09-30 13F MCKESSON COM 58155Q103 1,083 350 47.75 535 25.00 0.0204
2024-07-23 2024-06-30 13F MCKESSON COM 58155Q103 733 136 22.78 428 33.75 0.0190
2024-05-03 2024-03-31 13F MCKESSON COM 58155Q103 597 84 16.37 320 35.02 0.0147
2024-01-26 2023-12-31 13F MCKESSON COM 58155Q103 513 -68 -11.70 238 -5.95 0.0117
2023-10-11 2023-09-30 13F MCKESSON COM 58155Q103 581 17 3.01 253 4.56 0.0130
2023-08-08 2023-06-30 13F MCKESSON COM 58155Q103 564 111 24.50 241 49.69 0.0126
2023-04-25 2023-03-31 13F MCKESSON COM 58155Q103 453 -55 -10.83 161 -15.26 0.0098
2023-01-31 2022-12-31 13F MCKESSON COM 58155Q103 508 -20 -3.79 191 6.15 0.0115
2022-11-14 2022-09-30 13F MCKESSON COM 58155Q103 528 -218 -29.22 179 -26.94 0.0123
2022-07-22 2022-06-30 13F MCKESSON COM 58155Q103 746 30 4.19 245 11.87 0.0121
2022-05-16 2022-03-31 13F MCKESSON COM 58155Q103 716 102 16.61 219 44.08 0.0094
2022-02-09 2021-12-31 13F MCKESSON COM 58155Q103 614 4 0.66 152 24.59 0.0058
2021-11-09 2021-09-30 13F MCKESSON COM 58155Q103 610 28 4.81 122 8.93 0.0047
2021-07-08 2021-06-30 13F MCKESSON COM 58155Q103 582 -34 -5.52 112 -2.61 0.0044
2021-06-17 2021-03-31 13F MCKESSON COM 58155Q103 616 12 1.99 115 -1.71 0.0032
2021-05-19 2020-12-31 13F MCKESSON COM 58155Q103 604 -381 -38.68 117 -19.86 0.0047
2021-09-07 2020-09-30 13F MCKESSON COM 58155Q103 985 -21 -2.09 146 -2.01 0.0076
2021-09-07 2020-06-30 13F MCKESSON COM 58155Q103 1,006 -256 -20.29 149 -5.70 0.0083
2021-09-07 2020-03-31 13F MCKESSON COM 58155Q103 1,262 -303 -19.36 158 -27.52 0.0106
2021-09-07 2019-12-31 13F MCKESSON COM 58155Q103 1,565 108 7.41 218 10.66 0.0116
2021-09-07 2019-09-30 13F MCKESSON COM 58155Q103 1,457 -9 -0.61 197 -1.50 0.0118
2021-09-07 2019-06-30 13F MCKESSON COM 58155Q103 1,466 -240 -14.07 200 0.50 0.0124
2021-09-07 2019-03-31 13F MCKESSON COM 58155Q103 1,706 -476 -21.81 199 -17.08 0.0131
2021-09-07 2018-12-31 13F MCKESSON COM 58155Q103 2,182 -43 -1.93 240 -18.64 0.0178
2021-09-07 2018-09-30 13F MCKESSON COM 58155Q103 2,225 170 8.27 295 7.66 0.0196
2021-09-07 2018-06-30 13F MCKESSON COM 58155Q103 2,055 -17 -0.82 274 -5.84 0.0214
2021-09-07 2018-03-31 13F MCKESSON COM 58155Q103 2,072 204 10.92 291 0.00 0.0254
2021-09-07 2017-12-31 13F MCKESSON COM 58155Q103 1,868 112 6.38 291 8.18 0.0260
2021-09-07 2017-09-30 13F MCKESSON COM 58155Q103 1,756 -1,570 -47.20 269 -50.82 0.0267
2021-09-07 2017-06-30 13F MCKESSON COM 58155Q103 3,326 -18 -0.54 547 10.51 0.0561
2021-09-07 2017-03-31 13F MCKESSON COM 58155Q103 3,344 2,043 157.03 495 171.98 0.0515
2021-09-07 2016-12-31 13F MCKESSON COM 58155Q103 1,301 200 18.17 182 -0.55 0.0240
2021-09-07 2016-09-30 13F MCKESSON COM 58155Q103 1,101 -126 -10.27 183 -20.43 0.0246
2021-09-07 2016-06-30 13F MCKESSON COM 58155Q103 1,227 12 0.99 230 20.42 0.0334
2021-09-07 2016-03-31 13F MCKESSON COM 58155Q103 1,215 1,215 191 0.0292
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.