McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership854 shares
Latest Disclosed Value $ 738,619
Legacy Financial Advisors, Inc. reports 4.66% increase in ownership of MCK / McKesson Corporation

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 854 shares of McKesson Corporation (MX:MCK) valued at $738,619 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 816 shares of McKesson Corporation. This represents a change in shares of 4.66% 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 Stock 58155Q103 854 38 4.66 739 10.48 0.1033
2026-02-04 2025-12-31 13F MCKESSON Stock 58155Q103 816 96 13.33 669 20.14 0.0925
2025-11-10 2025-09-30 13F MCKESSON Stock 58155Q103 720 29 4.20 556 9.88 0.0766
2025-08-07 2025-06-30 13F MCKESSON Stock 58155Q103 691 135 24.28 506 35.29 0.0791
2025-05-14 2025-03-31 13F MCKESSON Stock 58155Q103 556 -2 -0.36 374 17.61 0.0626
2025-02-13 2024-12-31 13F MCKESSON Stock 58155Q103 558 62 12.50 318 29.80 0.0526
2024-11-14 2024-09-30 13F MCKESSON Stock 58155Q103 496 -30 -5.70 245 -20.20 0.0412
2024-08-13 2024-06-30 13F MCKESSON Stock 58155Q103 526 30 6.05 307 15.41 0.0547
2024-05-14 2024-03-31 13F MCKESSON Stock 58155Q103 496 -4 -0.80 266 15.15 0.0477
2024-02-13 2023-12-31 13F/A-1 MCKESSON Stock 58155Q103 500 12 2.46 231 8.96 0.0445
2024-02-06 2023-12-31 13F MCKESSON Stock 58155Q103 500 12 231 0.0446
2023-11-13 2023-09-30 13F MCKESSON Stock 58155Q103 488 -23 -4.50 212 -2.75 0.0425
2023-08-08 2023-06-30 13F MCKESSON Stock 58155Q103 511 511 218 0.0408
2019-08-07 2019-06-30 13F MCKESSON Stock 58155Q103 0 -175 -100.00 0 -100.00
2019-05-14 2019-03-31 13F MCKESSON Stock 58155Q103 175 0 0.00 20 5.26 0.0068
2019-01-16 2018-12-31 13F MCKESSON Stock 58155Q103 175 11 6.71 19 -9.52 0.0074
2018-10-30 2018-09-30 13F MCKESSON Stock 58155Q103 164 0 0.00 21 -4.55 0.0076
2018-07-17 2018-06-30 13F MCKESSON Stock 58155Q103 164 0 0.00 22 -4.35 0.0083
2018-04-12 2018-03-31 13F MCKESSON Stock 58155Q103 164 -4 -2.38 23 -11.54 0.0091
2018-02-09 2017-12-31 13F MCKESSON CORP COM Stock 58155Q103 168 168 26 0.0107
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.