McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionLRI Investments, LLC
Latest Disclosed Ownership151 shares
Latest Disclosed Value $ 130,560
LRI Investments, LLC reports 36.04% increase in ownership of MCK / McKesson Corporation

On April 30, 2026 - LRI Investments, LLC filed a 13F-HR form disclosing ownership of 151 shares of McKesson Corporation (MX:MCK) valued at $130,560 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 111 shares of McKesson Corporation. This represents a change in shares of 36.04% 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 CORP COM Stock 58155Q103 151 40 36.04 131 42.86 0.0115
2026-02-04 2025-12-31 13F MCKESSON CORP COM Stock 58155Q103 111 12 12.12 91 19.74 0.0074
2025-11-03 2025-09-30 13F MCKESSON CORP COM Stock 58155Q103 99 -136 -57.87 77 -55.81 0.0063
2025-07-25 2025-06-30 13F MCKESSON CORP COM Stock 58155Q103 235 6 2.62 172 11.69 0.0146
2025-05-01 2025-03-31 13F MCKESSON CORP COM Stock 58155Q103 229 -27 -10.55 154 6.21 0.0149
2025-02-14 2024-12-31 13F MCKESSON CORP COM Stock 58155Q103 256 51 24.88 146 16.00 0.0140
2024-11-15 2024-09-30 13F MCKESSON CORP COM Stock 58155Q103 205 -115 -35.94 125 -32.80 0.0122
2024-07-24 2024-06-30 13F MCKESSON CORP COM Stock 58155Q103 320 267 503.77 187 564.29 0.0213
2024-05-21 2024-03-31 13F/A-1 MCKESSON CORP COM Stock 58155Q103 53 53 28 0.0072
2024-05-14 2024-03-31 13F MCKESSON CORP COM Stock 58155Q103 320 320 177 0.0235
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.