McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership518 shares
Latest Disclosed Value $ 448,256
Heritage Wealth Advisors ownership in MCK / McKesson Corporation

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 518 shares of McKesson Corporation (MX:MCK) valued at $448,256 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 518 shares of McKesson Corporation. This represents a change in shares of 0.00% 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)
2026-05-13 2026-03-31 13F Mckesson COM 58155Q103 518 0 0.00 448 5.66 0.0175
2026-02-13 2025-12-31 13F Mckesson COM 58155Q103 518 0 0.00 425 6.00 0.0162
2025-11-13 2025-09-30 13F Mckesson COM 58155Q103 518 0 0.00 400 5.54 0.0175
2025-08-11 2025-06-30 13F Mckesson COM 58155Q103 518 -201 -27.96 380 -21.53 0.0180
2025-05-08 2025-03-31 13F Mckesson COM 58155Q103 719 -2 -0.28 484 17.80 0.0245
2025-02-12 2024-12-31 13F Mckesson COM 58155Q103 721 -148 -17.03 411 -4.43 0.0204
2024-11-12 2024-09-30 13F Mckesson COM 58155Q103 869 361 71.06 430 44.93 0.0202
2024-12-12 2024-06-30 13F/A-1 Mckesson COM 58155Q103 508 0 0.00 297 8.82 0.0134
2024-08-06 2024-06-30 13F Mckesson COM 58155Q103 508 0 297 0.0134
2024-12-12 2024-03-31 13F/A-1 Mckesson COM 58155Q103 508 0 0.00 273 15.74 0.0124
2024-05-08 2024-03-31 13F Mckesson COM 58155Q103 508 0 273 0.0125
2024-12-12 2023-12-31 13F/A-1 Mckesson COM 58155Q103 508 0 0.00 235 6.82 0.0117
2024-02-12 2023-12-31 13F Mckesson COM 58155Q103 519 11 240 0.0120
2024-12-12 2023-09-30 13F/A-1 Mckesson COM 58155Q103 508 0 0.00 221 1.38 0.0120
2023-11-09 2023-09-30 13F Mckesson COM 58155Q103 508 0 221 0.0120
2024-12-12 2023-06-30 13F/A-1 Mckesson COM 58155Q103 508 0 0.00 217 20.56 0.0115
2023-08-09 2023-06-30 13F Mckesson COM 58155Q103 508 0 217 0.0115
2023-05-04 2023-03-31 13F Mckesson COM 58155Q103 508 0 0.00 181 -5.26 0.0101
2024-12-12 2022-12-31 13F/A-1 Mckesson COM 58155Q103 508 0 0.00 191 10.47 0.0110
2023-02-07 2022-12-31 13F Mckesson COM 58155Q103 508 0 191 0.0110
2024-12-12 2022-09-30 13F/A-1 Mckesson COM 58155Q103 508 0 0.00 173 0.0125
2022-11-10 2022-09-30 13F Mckesson COM 58155Q103 508 0 0 0.0125
2022-08-04 2022-06-30 13F Mckesson COM 58155Q103 508 0 0.00 0 0.0115
2022-05-11 2022-03-31 13F Mckesson COM 58155Q103 508 0 0.00 0 0.0086
2022-03-28 2021-12-31 13F/A-1 Mckesson COM 58155Q103 508 0 0.00 0 -100.00 0.0069
2022-02-02 2021-12-31 13F Mckesson COM 58155Q103 508 0 126 0.0069
2021-11-02 2021-09-30 13F Mckesson COM 58155Q103 508 0 0.00 101 4.12 0.0062
2021-08-09 2021-06-30 13F/A-1 Mckesson COM 58155Q103 508 0 0.00 97 -2.02 0.0060
2021-07-27 2021-06-30 13F Mckesson COM 58155Q103 508 0 88 0.0055
2021-04-27 2021-03-31 13F Mckesson COM 58155Q103 508 0 0.00 99 12.50 0.0060
2021-02-01 2020-12-31 13F Mckesson COM 58155Q103 508 0 0.00 88 17.33 0.0055
2020-11-03 2020-09-30 13F Mckesson COM 58155Q103 508 0 0.00 76 -2.60 0.0098
2020-07-17 2020-06-30 13F/A-1 Mckesson COM 58155Q103 508 0 0.00 78 13.24 0.0109
2020-07-17 2020-06-30 13F Mckesson COM 58155Q103 8,996 8,488 77 10,775.3343
2020-05-05 2020-03-31 13F Mckesson COM 58155Q103 508 0 0.00 69 -2.86 0.0123
2020-02-04 2019-12-31 13F Mckesson COM 58155Q103 508 0 0.00 70 1.45 0.0093
2019-10-30 2019-09-30 13F Mckesson COM 58155Q103 508 0 0.00 69 1.47 0.0102
2019-08-05 2019-06-30 13F Mckesson COM 58155Q103 508 0 0.00 68 15.25 0.0105
2019-05-06 2019-03-31 13F Mckesson COM 58155Q103 508 0 0.00 59 5.36 0.0098
2019-01-26 2018-12-31 13F Mckesson COM 58155Q103 508 0 0.00 56 -16.42 0.0109
2018-11-14 2018-09-30 13F Mckesson COM 58155Q103 508 508 67 0.0131
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.