McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership771 shares
Latest Disclosed Value $ 667,193
LVW Advisors, LLC reports 4.58% decrease in ownership of MCK / McKesson Corporation

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 771 shares of McKesson Corporation (MX:MCK) valued at $667,193 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 808 shares of McKesson Corporation. This represents a change in shares of -4.58% 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 771 -37 -4.58 667 0.76 0.0636
2026-01-14 2025-12-31 13F MCKESSON COM 58155Q103 808 -75 -8.49 663 -2.93 0.0672
2025-10-20 2025-09-30 13F MCKESSON COM 58155Q103 883 207 30.62 682 37.78 0.0697
2025-07-17 2025-06-30 13F MCKESSON COM 58155Q103 676 148 28.03 495 39.44 0.0540
2025-04-09 2025-03-31 13F MCKESSON COM 58155Q103 528 18 3.53 355 22.41 0.0425
2025-01-16 2024-12-31 13F MCKESSON COM 58155Q103 510 -243 -32.27 291 -22.04 0.0350
2024-10-09 2024-09-30 13F MCKESSON COM 58155Q103 753 -265 -26.03 372 -37.37 0.0474
2024-07-15 2024-06-30 13F MCKESSON COM 58155Q103 1,018 -746 -42.29 595 -37.28 0.0869
2024-04-18 2024-03-31 13F MCKESSON COM 58155Q103 1,764 -78 -4.23 947 11.15 0.1603
2024-01-16 2023-12-31 13F MCKESSON COM 58155Q103 1,842 683 58.93 853 69.38 0.1598
2023-10-11 2023-09-30 13F MCKESSON COM 58155Q103 1,159 1,159 504 0.1040
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.