McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionLebenthal Global Advisors, LLC
Latest Disclosed Ownership1,005 shares
Latest Disclosed Value $ 869,476
Lebenthal Global Advisors, LLC reports 35.63% increase in ownership of MCK / McKesson Corporation

On May 14, 2026 - Lebenthal Global Advisors, LLC filed a 13F-HR form disclosing ownership of 1,005 shares of McKesson Corporation (MX:MCK) valued at $869,476 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 741 shares of McKesson Corporation. This represents a change in shares of 35.63% 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.

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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 1,005 264 35.63 869 43.16 0.0949
2026-01-28 2025-12-31 13F MCKESSON COM 58155Q103 741 369 99.19 608 111.50 0.0938
2025-11-04 2025-09-30 13F MCKESSON COM 58155Q103 372 372 287 0.0503
2025-01-22 2024-12-31 13F MCKESSON COM 58155Q103 0 -3,774 -100.00 0 -100.00
2024-10-28 2024-09-30 13F MCKESSON COM 58155Q103 3,774 220 6.19 1,866 -10.07 0.3788
2024-07-24 2024-06-30 13F MCKESSON COM 58155Q103 3,554 344 10.72 2,076 20.43 0.4549
2024-05-09 2024-03-31 13F MCKESSON COM 58155Q103 3,210 127 4.12 1,723 20.74 0.3829
2024-02-07 2023-12-31 13F MCKESSON COM 58155Q103 3,083 1,450 88.79 1,427 100.99 0.3319
2023-11-08 2023-09-30 13F MCKESSON COM 58155Q103 1,633 128 8.50 710 10.42 0.2137
2023-08-08 2023-06-30 13F MCKESSON COM 58155Q103 1,505 40 2.73 643 23.42 0.1865
2023-05-05 2023-03-31 13F MCKESSON COM 58155Q103 1,465 -46 -3.04 522 -7.95 0.1597
2023-02-07 2022-12-31 13F MCKESSON COM 58155Q103 1,511 1,511 567 0.1867
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.