McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership1,205 shares
Latest Disclosed Value $ 1,043,105
Institute for Wealth Management, LLC. ownership in MCK / McKesson Corporation

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 1,205 shares of McKesson Corporation (MX:MCK) valued at $1,043,105 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 1,205 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)
2026-05-14 2026-03-31 13F MCKESSON COM 58155Q103 1,205 0 0.00 1,043 5.57 0.1112
2026-01-27 2025-12-31 13F MCKESSON COM 58155Q103 1,205 -6 -0.50 989 5.67 0.1048
2025-10-17 2025-09-30 13F MCKESSON COM 58155Q103 1,211 0 0.00 936 5.41 0.0975
2025-07-18 2025-06-30 13F MCKESSON COM 58155Q103 1,211 0 0.00 888 8.83 0.0990
2025-04-21 2025-03-31 13F MCKESSON COM 58155Q103 1,211 -5 -0.41 815 17.60 0.1046
2025-01-23 2024-12-31 13F MCKESSON COM 58155Q103 1,216 0 0.00 693 15.31 0.0868
2024-11-12 2024-09-30 13F MCKESSON COM 58155Q103 1,216 0 0.00 601 -15.35 0.0759
2024-07-25 2024-06-30 13F MCKESSON COM 58155Q103 1,216 -6 -0.49 710 8.23 0.0952
2024-04-30 2024-03-31 13F MCKESSON COM 58155Q103 1,222 139 12.83 656 30.94 0.0846
2024-01-31 2023-12-31 13F MCKESSON COM 58155Q103 1,083 0 0.00 502 6.37 0.0814
2023-10-13 2023-09-30 13F MCKESSON COM 58155Q103 1,083 -3 -0.28 471 1.51 0.0849
2023-07-25 2023-06-30 13F MCKESSON COM 58155Q103 1,086 -17 -1.54 464 18.37 0.0783
2023-04-20 2023-03-31 13F MCKESSON COM 58155Q103 1,103 0 0.00 393 -5.08 0.0750
2023-02-02 2022-12-31 13F MCKESSON COM 58155Q103 1,103 0 0.00 414 10.13 0.0870
2022-10-18 2022-09-30 13F MCKESSON COM 58155Q103 1,103 17 1.57 375 5.93 0.0841
2022-07-25 2022-06-30 13F MCKESSON COM 58155Q103 1,086 0 0.00 354 6.31 0.0695
2022-04-29 2022-03-31 13F MCKESSON COM 58155Q103 1,086 0 0.00 333 23.33 0.0539
2022-01-21 2021-12-31 13F MCKESSON COM 58155Q103 1,086 0 0.00 270 24.42 0.0440
2021-11-15 2021-09-30 13F MCKESSON COM 58155Q103 1,086 0 0.00 217 4.33 0.0381
2021-07-21 2021-06-30 13F MCKESSON COM 58155Q103 1,086 0 0.00 208 -1.89 0.0365
2021-05-04 2021-03-31 13F MCKESSON COM 58155Q103 1,086 1,086 212 0.0403
2019-10-28 2019-09-30 13F MCKESSON COM 58155Q103 0 -2,413 -100.00 0 -100.00
2019-08-02 2019-06-30 13F MCKESSON COM 58155Q103 2,413 -147 -5.74 324 8.00 0.0717
2019-05-15 2019-03-31 13F MCKESSON COM 58155Q103 2,560 342 15.42 300 22.45 0.0652
2019-02-08 2018-12-31 13F MCKESSON COM 58155Q103 2,218 2,218 245 0.1006
2018-05-15 2018-03-31 13F MCKESSON COM 58155Q103 0 -2,099 -100.00 0 -100.00
2018-02-12 2017-12-31 13F MCKESSON COM 58155Q103 2,099 2,099 327 0.0755
2017-11-14 2017-09-30 13F MCKESSON COM 58155Q103 0 -1,986 -100.00 0 -100.00
2017-08-14 2017-06-30 13F MCKESSON COM 58155Q103 1,986 1,986 327 0.0900
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.