McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership16,920 shares
Latest Disclosed Value $ 14,642,317
Kestra Advisory Services, LLC reports 6.67% increase in ownership of MCK / McKesson Corporation

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 16,920 shares of McKesson Corporation (MX:MCK) valued at $14,642,317 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 15,862 shares of McKesson Corporation. This represents a change in shares of 6.67% 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)
2026-04-30 2026-03-31 13F MCKESSON COM 58155Q103 16,920 1,058 6.67 14,642 12.54 0.0554
2026-02-13 2025-12-31 13F MCKESSON COM 58155Q103 15,862 3,160 24.88 13,011 32.59 0.0536
2025-11-14 2025-09-30 13F MCKESSON COM 58155Q103 12,702 3,962 45.33 9,813 53.23 0.0449
2025-08-15 2025-06-30 13F MCKESSON COM 58155Q103 8,740 978 12.60 6,404 22.61 0.0312
2025-05-14 2025-03-31 13F MCKESSON COM 58155Q103 7,762 -643 -7.65 5,224 9.04 0.0253
2025-02-10 2024-12-31 13F MCKESSON COM 58155Q103 8,405 -12,593 -59.97 4,790 -53.86 0.0262
2024-11-13 2024-09-30 13F MCKESSON COM 58155Q103 20,998 -267 -1.26 10,382 -16.41 0.0572
2024-08-14 2024-06-30 13F MCKESSON COM 58155Q103 21,265 15,900 296.37 12,420 331.22 0.0694
2024-05-15 2024-03-31 13F MCKESSON COM 58155Q103 5,365 1,502 38.88 2,880 61.07 0.0193
2024-02-14 2023-12-31 13F MCKESSON COM 58155Q103 3,863 1,916 98.41 1,788 111.35 0.0145
2023-11-13 2023-09-30 13F MCKESSON COM 58155Q103 1,947 37 1.94 847 3.68 0.0083
2023-08-11 2023-06-30 13F MCKESSON COM 58155Q103 1,910 -84 -4.21 816 14.93 0.0082
2023-05-12 2023-03-31 13F MCKESSON COM 58155Q103 1,994 -4,159 -67.59 710 -69.24 0.0077
2023-01-31 2022-12-31 13F MCKESSON COM 58155Q103 6,153 1,322 27.36 2,308 230,700.00 0.0205
2022-11-01 2022-09-30 13F/A-1 MCKESSON COM 58155Q103 4,831 -22 -0.45 2 0.00 0.0176
2022-11-01 2022-09-30 13F MCKESSON COM 58155Q103 4,831 -22 1,642 0.0176
2022-08-12 2022-06-30 13F MCKESSON COM 58155Q103 4,853 -305 -5.91 2 0.00 0.0163
2022-07-20 2022-03-31 13F/A-1 MCKESSON COM 58155Q103 5,158 -524 -9.22 2 0.00 0.0164
2022-04-26 2022-03-31 13F MCKESSON COM 58155Q103 5,158 -524 1,579 0.0164
2022-07-25 2021-12-31 13F/A-1 MCKESSON COM 58155Q103 5,682 -11,290 -66.52 1 -66.67 0.0143
2022-01-20 2021-12-31 13F MCKESSON COM 58155Q103 5,682 -11,290 1,412 0.0143
2022-07-25 2021-09-30 13F/A-1 MCKESSON COM 58155Q103 16,972 11,265 197.39 3 200.00 0.0338
2021-10-19 2021-09-30 13F MCKESSON COM 58155Q103 16,972 11,265 3,384 0.0338
2022-07-26 2021-06-30 13F/A-1 MCKESSON COM 58155Q103 5,707 -24 -0.42 1 0.00 0.0124
2021-07-28 2021-06-30 13F MCKESSON COM 58155Q103 5,707 -24 1,091 0.0124
2022-07-27 2021-03-31 13F/A-1 MCKESSON COM 58155Q103 5,731 -11,199 -66.15 1 -50.00 0.0142
2021-05-10 2021-03-31 13F MCKESSON COM 58155Q103 5,731 -11,199 1,118 0.0142
2022-07-28 2020-12-31 13F/A-1 MCKESSON COM 58155Q103 16,930 16,910 84,550.00 3 -100.00 0.0340
2021-01-20 2020-12-31 13F MCKESSON COM 58155Q103 16,930 16,910 2,936 0.0340
2022-07-29 2020-09-30 13F/A-1 MCKESSON COM 58155Q103 20 20 250,000 0.0047
2020-11-12 2020-09-30 13F MCKESSON COM 58155Q103 20 20 250 0.0047
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.