McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership1,914 shares
Latest Disclosed Value $ 1,656,139
Avantax Planning Partners, Inc. reports 0.10% decrease in ownership of MCK / McKesson Corporation

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 1,914 shares of McKesson Corporation (MX:MCK) valued at $1,656,139 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,916 shares of McKesson Corporation. This represents a change in shares of -0.10% 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.

Upgrade to unlock premium data and export to Excel .

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 1,914 -2 -0.10 1,656 5.41 0.0455
2026-02-05 2025-12-31 13F MCKESSON COM 58155Q103 1,916 1 0.05 1,572 6.22 0.0440
2025-10-31 2025-09-30 13F MCKESSON COM 58155Q103 1,915 1 0.05 1,480 5.49 0.0424
2025-08-11 2025-06-30 13F MCKESSON COM 58155Q103 1,914 0 0.00 1,403 8.94 0.0445
2025-04-29 2025-03-31 13F MCKESSON COM 58155Q103 1,914 -87 -4.35 1,288 12.89 0.0456
2025-02-07 2024-12-31 13F MCKESSON COM 58155Q103 2,001 1 0.05 1,140 15.38 0.0411
2024-11-14 2024-09-30 13F MCKESSON COM 58155Q103 2,000 -48 -2.34 989 -17.39 0.0355
2024-08-09 2024-06-30 13F MCKESSON COM 58155Q103 2,048 59 2.97 1,196 12.09 0.0385
2024-05-03 2024-03-31 13F MCKESSON COM 58155Q103 1,989 1 0.05 1,068 15.98 0.0346
2024-02-09 2023-12-31 13F MCKESSON COM 58155Q103 1,988 -2 -0.10 920 6.36 0.0351
2023-11-06 2023-09-30 13F MCKESSON COM 58155Q103 1,990 4 0.20 865 2.00 0.0362
2023-07-18 2023-06-30 13F MCKESSON COM 58155Q103 1,986 -74 -3.59 849 15.69 0.0337
2023-04-21 2023-03-31 13F MCKESSON COM 58155Q103 2,060 -607 -22.76 734 -26.70 0.0298
2023-02-10 2022-12-31 13F MCKESSON COM 58155Q103 2,667 -1 -0.04 1,001 10.25 0.0397
2022-10-14 2022-09-30 13F MCKESSON COM 58155Q103 2,668 -1,181 -30.68 907 -27.79 0.0409
2022-07-18 2022-06-30 13F MCKESSON COM 58155Q103 3,849 -647 -14.39 1,256 -8.72 0.0537
2022-05-09 2022-03-31 13F MCKESSON COM 58155Q103 4,496 -2 -0.04 1,376 23.08 0.0546
2022-01-28 2021-12-31 13F MCKESSON COM 58155Q103 4,498 1 0.02 1,118 24.64 0.0460
2021-10-27 2021-09-30 13F MCKESSON COM 58155Q103 4,497 -56 -1.23 897 2.99 0.0414
2021-08-10 2021-06-30 13F MCKESSON COM 58155Q103 4,553 54 1.20 871 -0.68 0.0409
2021-05-06 2021-03-31 13F MCKESSON COM 58155Q103 4,499 6 0.13 877 12.29 0.0452
2021-02-04 2020-12-31 13F MCKESSON COM 58155Q103 4,493 92 2.09 781 19.24 0.0402
2020-10-28 2020-09-30 13F MCKESSON COM 58155Q103 4,401 2 0.05 655 -2.96 0.0346
2020-07-15 2020-06-30 13F MCKESSON COM 58155Q103 4,399 -2 -0.05 675 13.45 0.0381
2020-04-27 2020-03-31 13F MCKESSON COM 58155Q103 4,401 2 0.05 595 -2.14 0.0414
2020-01-15 2019-12-31 13F MCKESSON COM 58155Q103 4,399 4 0.09 608 1.16 0.0358
2019-11-08 2019-09-30 13F MCKESSON COM 58155Q103 4,395 125 2.93 601 0.17 0.0369
2019-08-07 2019-06-30 13F MCKESSON COM 58155Q103 4,270 0 0.00 600 20.00 0.0388
2019-05-08 2019-03-31 13F MCKESSON COM 58155Q103 4,270 1,183 38.32 500 46.63 0.0347
2019-02-14 2018-12-31 13F MCKESSON COM 58155Q103 3,087 -31 -0.99 341 -17.63 0.0257
2018-11-13 2018-09-30 13F MCKESSON COM 58155Q103 3,118 -225 -6.73 414 -7.17 0.0331
2018-08-13 2018-06-30 13F MCKESSON COM 58155Q103 3,343 -20 -0.59 446 -5.91 0.0398
2018-05-15 2018-03-31 13F MCKESSON COM 58155Q103 3,363 -120 -3.45 474 -12.71 0.0407
2018-02-09 2017-12-31 13F MCKESSON COM 58155Q103 3,483 -40 -1.14 543 0.37 0.0497
2017-10-19 2017-09-30 13F MCKESSON COM 58155Q103 3,523 -500 -12.43 541 -18.28 0.0426
2017-07-27 2017-06-30 13F MCKESSON COM 58155Q103 4,023 -6 -0.15 662 10.89 0.0558
2017-04-12 2017-03-31 13F MCKESSON COM 58155Q103 4,029 -197 -4.66 597 0.51 0.0534
2017-02-09 2016-12-31 13F MCKESSON COM 58155Q103 4,226 4,226 594 0.0634
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.