McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionIcon Wealth Advisors, LLC
Latest Disclosed Ownership827 shares
Latest Disclosed Value $ 680,332
Icon Wealth Advisors, LLC reports 56.63% increase in ownership of MCK / McKesson Corporation

On May 12, 2026 - Icon Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 827 shares of McKesson Corporation (MX:MCK) valued at $680,332 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 528 shares of McKesson Corporation. This represents a change in shares of 56.63% 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)
2026-05-12 2026-03-31 13F MCKESSON CORP COM Stock 58155Q103 827 299 56.63 680 57.04 0.0442
2026-02-13 2025-12-31 13F MCKESSON CORP COM Stock 58155Q103 528 -23 -4.17 434 1.88 0.0289
2025-11-14 2025-09-30 13F MCKESSON CORP COM Stock 58155Q103 551 -79 -12.54 426 -7.81 0.0289
2025-08-14 2025-06-30 13F MCKESSON CORP COM Stock 58155Q103 630 22 3.62 462 12.71 0.0329
2025-05-15 2025-03-31 13F MCKESSON CORP COM Stock 58155Q103 608 96 18.75 409 40.55 0.0337
2025-02-14 2024-12-31 13F MCKESSON CORP COM Stock 58155Q103 512 14 2.81 292 18.29 0.0240
2024-11-14 2024-09-30 13F/A-1 MCKESSON CORP COM Stock 58155Q103 498 79 18.85 246 -4.65 0.0205
2024-11-12 2024-09-30 13F MCKESSON CORP COM Stock 58155Q103 2,336 1,917 333 0.0278
2024-08-14 2024-06-30 13F MCKESSON CORP COM Stock 58155Q103 419 70 20.06 258 37.97 0.0230
2024-05-15 2024-03-31 13F MCKESSON CORP COM Stock 58155Q103 349 22 6.73 187 23.84 0.0174
2024-02-14 2023-12-31 13F MCKESSON CORP COM Stock 58155Q103 327 327 151 0.0158
2023-02-14 2022-12-31 13F MCKESSON COM 58155Q103 0 -376 -100.00 0 -100.00
2023-01-25 2022-09-30 13F MCKESSON COM 58155Q103 376 376 128 0.0155
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.