McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership3,235 shares
Latest Disclosed Value $ 2,799,323
Independent Advisor Alliance reports 1.28% increase in ownership of MCK / McKesson Corporation

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 3,235 shares of McKesson Corporation (MX:MCK) valued at $2,799,323 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 3,194 shares of McKesson Corporation. This represents a change in shares of 1.28% 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)
2026-05-12 2026-03-31 13F MCKESSON COM 58155Q103 3,235 41 1.28 2,799 6.87 0.0170
2026-02-04 2025-12-31 13F MCKESSON COM 58155Q103 3,194 394 14.07 2,620 21.14 0.0636
2025-11-04 2025-09-30 13F MCKESSON COM 58155Q103 2,800 -72 -2.51 2,163 2.76 0.0562
2025-08-11 2025-06-30 13F MCKESSON COM 58155Q103 2,872 649 29.19 2,105 40.74 0.0607
2025-05-12 2025-03-31 13F MCKESSON COM 58155Q103 2,223 60 2.77 1,496 21.35 0.0494
2025-02-07 2024-12-31 13F MCKESSON COM 58155Q103 2,163 595 37.95 1,233 58.97 0.0163
2024-11-13 2024-09-30 13F MCKESSON COM 58155Q103 1,568 259 19.79 775 1.44 0.0282
2024-08-12 2024-06-30 13F MCKESSON COM 58155Q103 1,309 258 24.55 765 35.46 0.0262
2024-05-08 2024-03-31 13F MCKESSON COM 58155Q103 1,051 115 12.29 564 30.25 0.0204
2024-02-08 2023-12-31 13F MCKESSON COM 58155Q103 936 -83 -8.15 433 -2.26 0.0156
2023-10-24 2023-09-30 13F MCKESSON COM 58155Q103 1,019 73 7.72 443 9.65 0.0200
2023-07-28 2023-06-30 13F MCKESSON COM 58155Q103 946 18 1.94 404 22.42 0.0178
2023-05-12 2023-03-31 13F MCKESSON COM 58155Q103 928 928 330 0.0159
2023-02-13 2022-12-31 13F MCKESSON COM 58155Q103 0 -840 -100.00 0 -100.00
2022-11-04 2022-09-30 13F MCKESSON COM 58155Q103 840 -12 -1.41 286 2.88 0.0167
2022-08-04 2022-06-30 13F MCKESSON COM 58155Q103 852 154 22.06 278 29.91 0.0155
2022-05-06 2022-03-31 13F MCKESSON COM 58155Q103 698 698 214 0.0103
2022-02-10 2021-12-31 13F MCKESSON COM 58155Q103 0 -1,289 -100.00 0 -100.00
2021-11-01 2021-09-30 13F MCKESSON COM 58155Q103 1,289 1,289 257 0.0143
2020-08-06 2020-06-30 13F MCKESSON COM 58155Q103 0 -1,684 -100.00 0 -100.00
2020-05-14 2020-03-31 13F MCKESSON COM 58155Q103 1,684 -400 -19.19 228 -20.83 0.0332
2020-02-07 2019-12-31 13F MCKESSON COM 58155Q103 2,084 19 0.92 288 2.13 0.0126
2019-11-12 2019-09-30 13F MCKESSON COM 58155Q103 2,065 -65 -3.05 282 -1.40 0.0344
2019-08-12 2019-06-30 13F MCKESSON COM 58155Q103 2,130 2,130 286 0.0414
2017-08-14 2017-06-30 13F MCKESSON COM 58155Q103 0 -1,464 -100.00 0 -100.00
2017-05-09 2017-03-31 13F MCKESSON COM 58155Q103 1,464 395 36.95 212 32.50 0.0336
2017-02-15 2016-12-31 13F MCKESSON Common Stock 58155Q103 1,069 1,069 161 0.0626
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.