McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionKestra Private Wealth Services, Llc
Latest Disclosed Ownership2,919 shares
Latest Disclosed Value $ 2,526,299
Kestra Private Wealth Services, Llc reports 9.15% decrease in ownership of MCK / McKesson Corporation

On April 20, 2026 - Kestra Private Wealth Services, Llc filed a 13F-HR form disclosing ownership of 2,919 shares of McKesson Corporation (MX:MCK) valued at $2,526,299 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 3,213 shares of McKesson Corporation. This represents a change in shares of -9.15% 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)
2026-04-20 2026-03-31 13F MCKESSON COM 58155Q103 2,919 -294 -9.15 2,526 -4.14 0.0311
2026-01-29 2025-12-31 13F MCKESSON COM 58155Q103 3,213 883 37.90 2,636 46.47 0.0327
2025-11-17 2025-09-30 13F MCKESSON COM 58155Q103 2,330 -1,092 -31.91 1,800 -28.24 0.0235
2025-08-07 2025-06-30 13F MCKESSON COM 58155Q103 3,422 -433 -11.23 2,508 -3.35 0.0360
2025-05-05 2025-03-31 13F MCKESSON COM 58155Q103 3,855 -723 -15.79 2,594 -0.57 0.0433
2025-01-28 2024-12-31 13F MCKESSON COM 58155Q103 4,578 319 7.49 2,609 23.94 0.0443
2024-11-13 2024-09-30 13F MCKESSON COM 58155Q103 4,259 1,967 85.82 2,106 57.32 0.0386
2024-08-12 2024-06-30 13F MCKESSON COM 58155Q103 2,292 24 1.06 1,339 9.94 0.0268
2024-05-02 2024-03-31 13F MCKESSON COM 58155Q103 2,268 40 1.80 1,217 18.04 0.0275
2024-02-05 2023-12-31 13F MCKESSON COM 58155Q103 2,228 170 8.26 1,032 15.32 0.0263
2023-11-08 2023-09-30 13F MCKESSON COM 58155Q103 2,058 364 21.49 895 23.65 0.0281
2023-08-08 2023-06-30 13F MCKESSON COM 58155Q103 1,694 -40 -2.31 724 17.18 0.0248
2023-05-12 2023-03-31 13F MCKESSON COM 58155Q103 1,734 174 11.15 617 5.47 0.0246
2023-02-01 2022-12-31 13F MCKESSON COM 58155Q103 1,560 -527 -25.25 585 0.0296
2022-11-14 2022-09-30 13F MCKESSON COM 58155Q103 2,087 527 33.78 1 0.0410
2022-08-12 2022-06-30 13F MCKESSON COM 58155Q103 1,560 449 40.41 1 0.0290
2022-07-21 2022-03-31 13F/A-1 MCKESSON COM 58155Q103 1,111 -1,320 -54.30 0 -100.00 0.0169
2022-05-26 2022-03-31 13F MCKESSON COM 58155Q103 1,111 -1,320 340 0.0169
2022-07-21 2021-12-31 13F/A-1 MCKESSON COM 58155Q103 2,431 79 3.36 1 -100.00 0.0289
2022-01-21 2021-12-31 13F MCKESSON COM 58155Q103 2,431 79 604 0.0289
2022-07-26 2021-09-30 13F/A-1 MCKESSON COM 58155Q103 2,352 -175 -6.93 0 -100.00 0.0262
2021-10-21 2021-09-30 13F MCKESSON COM 58155Q103 2,352 -175 469 0.0262
2022-07-27 2021-06-30 13F/A-1 MCKESSON COM 58155Q103 2,527 323 14.66 0 -100.00 0.0294
2021-07-30 2021-06-30 13F MCKESSON COM 58155Q103 2,527 323 483 0.0294
2022-07-27 2021-03-31 13F/A-1 MCKESSON COM 58155Q103 2,204 -21 -0.94 0 -100.00 0.0300
2021-05-11 2021-03-31 13F MCKESSON COM 58155Q103 2,204 -21 430 0.0300
2022-07-28 2020-12-31 13F/A-1 MCKESSON COM 58155Q103 2,225 867 63.84 0 -100.00 0.0284
2021-01-21 2020-12-31 13F MCKESSON COM 58155Q103 2,225 867 386 0.0284
2022-07-28 2020-09-30 13F/A-1 MCKESSON COM 58155Q103 1,358 1,358 202,000 0.0175
2020-11-09 2020-09-30 13F MCKESSON COM 58155Q103 1,358 1,358 202 0.0175
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.