McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership49,433 shares
Latest Disclosed Value $ 42,777,341
Gotham Asset Management, LLC reports 22.73% increase in ownership of MCK / McKesson Corporation

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 49,433 shares of McKesson Corporation (MX:MCK) valued at $42,777,341 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 40,277 shares of McKesson Corporation. This represents a change in shares of 22.73% 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)
2026-05-15 2026-03-31 13F MCKESSON COM 58155Q103 49,433 9,156 22.73 42,777 29.48 0.1310
2026-02-17 2025-12-31 13F MCKESSON COM 58155Q103 40,277 1,849 4.81 33,039 11.29 0.1206
2025-11-14 2025-09-30 13F MCKESSON COM 58155Q103 38,428 1,917 5.25 29,687 10.96 0.1292
2025-08-14 2025-06-30 13F MCKESSON COM 58155Q103 36,511 9,741 36.39 26,755 48.51 0.1601
2025-05-15 2025-03-31 13F MCKESSON COM 58155Q103 26,770 -3,576 -11.78 18,016 4.17 0.1503
2025-02-14 2024-12-31 13F MCKESSON COM 58155Q103 30,346 537 1.80 17,294 17.34 0.1640
2024-11-14 2024-09-30 13F MCKESSON COM 58155Q103 29,809 9,118 44.07 14,738 21.96 0.1525
2024-08-14 2024-06-30 13F MCKESSON COM 58155Q103 20,691 2,818 15.77 12,084 25.94 0.1565
2024-05-15 2024-03-31 13F MCKESSON COM 58155Q103 17,873 1,206 7.24 9,595 24.35 0.1449
2024-02-14 2023-12-31 13F MCKESSON COM 58155Q103 16,667 4,700 39.27 7,716 48.30 0.1432
2023-11-14 2023-09-30 13F MCKESSON COM 58155Q103 11,967 -1,143 -8.72 5,204 -7.12 0.1075
2023-08-14 2023-06-30 13F MCKESSON COM 58155Q103 13,110 -2,458 -15.79 5,602 1.08 0.1218
2023-05-15 2023-03-31 13F MCKESSON COM 58155Q103 15,568 -3,480 -18.27 5,543 -22.44 0.1344
2023-02-14 2022-12-31 13F MCKESSON COM 58155Q103 19,048 -4,631 -19.56 7,145 -11.22 0.2011
2022-11-14 2022-09-30 13F MCKESSON COM 58155Q103 23,679 -4,406 -15.69 8,048 -12.16 0.2410
2022-08-15 2022-06-30 13F MCKESSON COM 58155Q103 28,085 -6,929 -19.79 9,162 -14.53 0.2943
2022-05-16 2022-03-31 13F MCKESSON COM 58155Q103 35,014 -12,403 -26.16 10,719 -9.05 0.3319
2022-02-14 2021-12-31 13F MCKESSON COM 58155Q103 47,417 14,938 45.99 11,786 82.00 0.3802
2021-11-15 2021-09-30 13F MCKESSON COM 58155Q103 32,479 702 2.21 6,476 6.57 0.2626
2021-08-16 2021-06-30 13F MCKESSON COM 58155Q103 31,777 9,336 41.60 6,077 38.84 0.2575
2021-05-17 2021-03-31 13F MCKESSON COM 58155Q103 22,441 3,096 16.00 4,377 30.11 0.1952
2021-02-16 2020-12-31 13F MCKESSON COM 58155Q103 19,345 -7,070 -26.77 3,364 -14.49 0.1113
2020-11-16 2020-09-30 13F MCKESSON COM 58155Q103 26,415 9,363 54.91 3,934 50.38 0.1263
2020-08-13 2020-06-30 13F MCKESSON COM 58155Q103 17,052 -2,524 -12.89 2,616 -1.21 0.0783
2020-05-15 2020-03-31 13F MCKESSON COM 58155Q103 19,576 -18,785 -48.97 2,648 -50.09 0.0735
2020-02-14 2019-12-31 13F MCKESSON COM 58155Q103 38,361 -182,632 -82.64 5,306 -82.43 0.0974
2019-11-14 2019-09-30 13F MCKESSON COM 58155Q103 220,993 76,249 52.68 30,201 55.26 0.5336
2019-08-14 2019-06-30 13F MCKESSON COM 58155Q103 144,744 127,340 731.67 19,452 854.93 0.3104
2019-05-15 2019-03-31 13F MCKESSON COM 58155Q103 17,404 -95,691 -84.61 2,037 -83.70 0.0298
2019-02-14 2018-12-31 13F MCKESSON COM 58155Q103 113,095 -77,215 -40.57 12,494 -50.51 0.1942
2018-11-14 2018-09-30 13F MCKESSON COM 58155Q103 190,310 63,807 50.44 25,245 49.59 0.3486
2018-08-14 2018-06-30 13F MCKESSON COM 58155Q103 126,503 126,503 16,876 0.2439
2018-05-15 2018-03-31 13F MCKESSON COM 58155Q103 0 -81,265 -100.00 0 -100.00
2018-02-14 2017-12-31 13F MCKESSON COM 58155Q103 81,265 -140,761 -63.40 12,673 -62.84 0.1840
2017-11-14 2017-09-30 13F MCKESSON COM 58155Q103 222,026 -41,190 -15.65 34,105 -21.25 0.5007
2017-08-14 2017-06-30 13F MCKESSON COM 58155Q103 263,216 133,550 103.00 43,310 125.29 0.6074
2017-05-15 2017-03-31 13F MCKESSON COM 58155Q103 129,666 -147,391 -53.20 19,224 -50.60 0.2441
2017-02-14 2016-12-31 13F MCKESSON COM 58155Q103 277,057 41,832 17.78 38,913 -0.79 0.5009
2016-11-14 2016-09-30 13F MCKESSON COM 58155Q103 235,225 53,847 29.69 39,224 15.86 0.5108
2016-08-15 2016-06-30 13F MCKESSON COM 58155Q103 181,378 -185,860 -50.61 33,854 -41.38 0.4058
2016-05-16 2016-03-31 13F MCKESSON COM 58155Q103 367,238 320,323 682.77 57,748 524.10 0.6473
2016-02-16 2015-12-31 13F MCKESSON COM 58155Q103 46,915 -233,543 -83.27 9,253 -82.17 0.1005
2015-11-16 2015-09-30 13F MCKESSON COM 58155Q103 280,458 50,576 22.00 51,893 0.41 0.5064
2015-08-14 2015-06-30 13F MCKESSON COM 58155Q103 229,882 228,180 13,406.58 51,680 13,323.38 0.4322
2015-05-15 2015-03-31 13F MCKESSON COM 58155Q103 1,702 1,702 0.00 385 0.0029
2014-11-14 2014-09-30 13F MCKESSON COM 58155Q103 0 -20,104 -100.00 0 -100.00
2014-08-14 2014-06-30 13F MCKESSON COM 58155Q103 20,104 -24,053 -54.47 3,744 -51.98 0.0469
2014-05-15 2014-03-31 13F MCKESSON COM 58155Q103 44,157 22,799 106.75 7,797 126.20 0.1174
2014-02-14 2013-12-31 13F MCKESSON COM 58155Q103 21,358 -18,056 -45.81 3,447 -31.84 0.0820
2013-11-14 2013-09-30 13F MCKESSON COM 58155Q103 39,414 22,331 130.72 5,057 158.54 0.1642
2013-08-15 2013-06-30 13F/A-1 MCKESSON COM 58155Q103 17,083 17,083 1,956 0.0838
2013-08-14 2013-06-30 13F MCKESSON COM 58155Q103 17,083 1,956 0.0834
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.