McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionLegacy Private Trust Co.
Latest Disclosed Ownership11,116 shares
Latest Disclosed Value $ 9,619,341
Legacy Private Trust Co. reports 5.36% decrease in ownership of MCK / McKesson Corporation

On April 7, 2026 - Legacy Private Trust Co. filed a 13F-HR form disclosing ownership of 11,116 shares of McKesson Corporation (MX:MCK) valued at $9,619,341 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 11,745 shares of McKesson Corporation. This represents a change in shares of -5.36% 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)
2026-04-07 2026-03-31 13F MCKESSON COM 58155Q103 11,116 -629 -5.36 9,619 -0.16 0.3274
2026-01-08 2025-12-31 13F MCKESSON COM 58155Q103 11,745 -1,255 -9.65 9,634 -4.07 0.5653
2025-10-08 2025-09-30 13F MCKESSON COM 58155Q103 13,000 -585 -4.31 10,043 0.89 0.5987
2025-07-08 2025-06-30 13F MCKESSON COM 58155Q103 13,585 -332 -2.39 9,955 6.28 0.6431
2025-04-04 2025-03-31 13F MCKESSON COM 58155Q103 13,917 -1,601 -10.32 9,366 5.91 0.6438
2025-01-08 2024-12-31 13F MCKESSON COM 58155Q103 15,518 150 0.98 8,844 16.39 0.5786
2024-10-07 2024-09-30 13F MCKESSON COM 58155Q103 15,368 -842 -5.19 7,598 -19.74 0.5107
2024-07-12 2024-06-30 13F MCKESSON COM 58155Q103 16,210 -267 -1.62 9,467 7.03 0.6726
2024-04-10 2024-03-31 13F MCKESSON COM 58155Q103 16,477 -550 -3.23 8,846 12.20 0.6467
2024-01-10 2023-12-31 13F MCKESSON COM 58155Q103 17,027 -81 -0.47 7,883 5.97 0.6268
2023-10-11 2023-09-30 13F MCKESSON COM 58155Q103 17,108 -575 -3.25 7,439 -1.55 0.6404
2023-07-07 2023-06-30 13F MCKESSON COM 58155Q103 17,683 -712 -3.87 7,556 15.38 0.6248
2023-04-12 2023-03-31 13F MCKESSON COM 58155Q103 18,395 412 2.29 6,550 -2.91 0.5585
2023-01-19 2022-12-31 13F/A-1 MCKESSON COM 58155Q103 17,983 -1,520 -7.79 6,746 1.75 0.6098
2023-01-06 2022-12-31 13F MCKESSON COM 58155Q103 17,983 -1,520 7 0.3448
2022-10-06 2022-09-30 13F MCKESSON COM 58155Q103 19,503 -424 -2.13 6,629 1.98 0.6291
2022-07-07 2022-06-30 13F MCKESSON COM 58155Q103 19,927 -928 -4.45 6,500 1.82 0.5819
2022-04-11 2022-03-31 13F MCKESSON COM 58155Q103 20,855 -861 -3.96 6,384 18.27 0.4956
2022-01-12 2021-12-31 13F MCKESSON COM 58155Q103 21,716 691 3.29 5,398 28.77 0.4051
2021-10-12 2021-09-30 13F MCKESSON COM 58155Q103 21,025 1,230 6.21 4,192 10.72 0.3392
2021-07-09 2021-06-30 13F MCKESSON COM 58155Q103 19,795 44 0.22 3,786 -1.74 0.3191
2021-04-09 2021-03-31 13F MCKESSON COM 58155Q103 19,751 -1,134 -5.43 3,853 6.08 0.3474
2021-01-12 2020-12-31 13F MCKESSON COM 58155Q103 20,885 -1,681 -7.45 3,632 8.06 0.3432
2020-10-14 2020-09-30 13F MCKESSON COM 58155Q103 22,566 -2,510 -10.01 3,361 -12.63 0.3472
2020-07-09 2020-06-30 13F MCKESSON COM 58155Q103 25,076 2,130 9.28 3,847 23.94 0.4238
2020-04-23 2020-03-31 13F MCKESSON COM 58155Q103 22,946 450 2.00 3,104 -0.26 0.4029
2020-01-14 2019-12-31 13F MCKESSON COM 58155Q103 22,496 954 4.43 3,112 5.71 0.3256
2019-10-10 2019-09-30 13F MCKESSON COM 58155Q103 21,542 1,543 7.72 2,944 9.56 0.3293
2019-07-18 2019-06-30 13F MCKESSON COM 58155Q103 19,999 749 3.89 2,687 19.26 0.3058
2019-04-11 2019-03-31 13F MCKESSON COM 58155Q103 19,250 14,961 348.82 2,253 375.32 0.2673
2019-01-16 2018-12-31 13F MCKESSON COM 58155Q103 4,289 -282 -6.17 474 -21.78 0.0612
2018-10-10 2018-09-30 13F MCKESSON COM 58155Q103 4,571 -325 -6.64 606 -7.20 0.0685
2018-07-13 2018-06-30 13F MCKESSON COM 58155Q103 4,896 -520 -9.60 653 -14.42 0.0778
2018-04-13 2018-03-31 13F MCKESSON COM 58155Q103 5,416 -705 -11.52 763 -20.10 0.0891
2018-01-16 2017-12-31 13F MCKESSON COM 58155Q103 6,121 -85 -1.37 955 0.21 0.1115
2017-10-13 2017-09-30 13F MCKESSON COM 58155Q103 6,206 -2,027 -24.62 953 -29.67 0.1160
2017-07-14 2017-06-30 13F MCKESSON COM 58155Q103 8,233 -9,235 -52.87 1,355 -47.68 0.1714
2017-04-11 2017-03-31 13F MCKESSON COM 58155Q103 17,468 -1,940 -10.00 2,590 -4.99 0.3327
2017-01-12 2016-12-31 13F MCKESSON COM 58155Q103 19,408 -17,837 -47.89 2,726 -56.11 0.3701
2016-10-12 2016-09-30 13F MCKESSON COM 58155Q103 37,245 10,880 41.27 6,211 26.21 0.8442
2016-07-13 2016-06-30 13F MCKESSON COM 58155Q103 26,365 -2,802 -9.61 4,921 7.28 0.7155
2016-04-21 2016-03-31 13F MCKESSON COM 58155Q103 29,167 -1,405 -4.60 4,587 -23.93 0.6918
2016-01-12 2015-12-31 13F MCKESSON COM 58155Q103 30,572 -455 -1.47 6,030 5.03 0.9166
2015-10-09 2015-09-30 13F MCKESSON COM 58155Q103 31,027 -80 -0.26 5,741 -17.90 0.9070
2015-07-15 2015-06-30 13F MCKESSON COM 58155Q103 31,107 -3,923 -11.20 6,993 -11.75 1.0539
2015-04-13 2015-03-31 13F MCKESSON COM 58155Q103 35,030 -3,660 -9.46 7,924 -1.33 1.1626
2015-01-16 2014-12-31 13F MCKESSON COM 58155Q103 38,690 -527 -1.34 8,031 5.20 1.1780
2014-10-14 2014-09-30 13F MCKESSON COM 58155Q103 39,217 -325 -0.82 7,634 3.68 1.1653
2014-07-18 2014-06-30 13F/A-1 MCKESSON COM 58155Q103 39,542 1,025 2.66 7,363 8.26 1.1378
2014-07-15 2014-06-30 13F MCKESSON COM 58155Q103 39,542 1,025 7,363 1.1669
2014-04-10 2014-03-31 13F MCKESSON COM 58155Q103 38,517 -130 -0.34 6,801 9.03 1.1863
2014-01-13 2013-12-31 13F MCKESSON COM 58155Q103 38,647 1,610 4.35 6,238 31.27 1.1401
2013-10-08 2013-09-30 13F MCKESSON COM 58155Q103 37,037 2,192 6.29 4,752 19.10 1.0046
2013-07-17 2013-06-30 13F/A-1 MCKESSON COM 58155Q103 34,845 34,845 3,990 0.9385
2013-07-16 2013-06-30 13F MCKESSON COM 58155Q103 34,845 3,990
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.