McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership22,000 shares
Latest Disclosed Value $ 19,038,132
Merit Financial Group, LLC reports 7.59% increase in ownership of MCK / McKesson Corporation

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 22,000 shares of McKesson Corporation (MX:MCK) valued at $19,038,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 20,448 shares of McKesson Corporation. This represents a change in shares of 7.59% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-15 2026-03-31 13F MCKESSON COM 58155Q103 22,000 1,552 7.59 19,038 13.50 0.1094
2026-01-26 2025-12-31 13F MCKESSON COM 58155Q103 20,448 2,238 12.29 16,774 19.24 0.1345
2025-11-07 2025-09-30 13F/A-1 MCKESSON COM 58155Q103 18,210 532 3.01 14,068 8.59 0.1292
2025-10-20 2025-09-30 13F MCKESSON COM 58155Q103 18,210 532 14,068 0.1292
2025-07-22 2025-06-30 13F MCKESSON COM 58155Q103 17,678 6,743 61.66 12,954 76.03 0.1444
2025-04-09 2025-03-31 13F MCKESSON COM 58155Q103 10,935 875 8.70 7,359 28.36 0.1102
2025-01-15 2024-12-31 13F MCKESSON COM 58155Q103 10,060 5,630 127.09 5,734 161.78 0.1030
2024-10-17 2024-09-30 13F MCKESSON COM 58155Q103 4,430 -701 -13.66 2,190 -26.90 0.0490
2024-08-13 2024-06-30 13F MCKESSON COM 58155Q103 5,131 445 9.50 2,997 20.95 0.0661
2024-05-06 2024-03-31 13F MCKESSON COM 58155Q103 4,686 1,114 31.19 2,478 49.85 0.0590
2024-02-06 2023-12-31 13F MCKESSON COM 58155Q103 3,572 404 12.75 1,654 20.04 0.0503
2023-11-07 2023-09-30 13F MCKESSON COM 58155Q103 3,168 -61 -1.89 1,377 -0.15 0.0451
2023-08-01 2023-06-30 13F MCKESSON COM 58155Q103 3,229 349 12.12 1,380 34.54 0.0447
2023-04-24 2023-03-31 13F MCKESSON COM 58155Q103 2,880 2 0.07 1,025 -5.00 0.0373
2023-01-13 2022-12-31 13F MCKESSON COM 58155Q103 2,878 40 1.41 1,079 11.81 0.0390
2022-10-31 2022-09-30 13F MCKESSON COM 58155Q103 2,838 -140 -4.70 965 -0.62 0.0419
2022-08-08 2022-06-30 13F MCKESSON COM 58155Q103 2,978 213 7.70 971 14.78 0.0300
2022-05-13 2022-03-31 13F MCKESSON COM 58155Q103 2,765 223 8.77 846 33.86 0.0510
2022-02-14 2021-12-31 13F MCKESSON COM 58155Q103 2,542 0 0.00 632 24.65 0.0620
2021-10-27 2021-09-30 13F MCKESSON COM 58155Q103 2,542 0 0.00 507 4.32 0.0531
2021-08-16 2021-06-30 13F MCKESSON COM 58155Q103 2,542 0 0.00 486 -2.02 0.0457
2021-05-18 2021-03-31 13F MCKESSON COM 58155Q103 2,542 0 0.00 496 12.22 0.0519
2021-02-12 2020-12-31 13F MCKESSON COM 58155Q103 2,542 2,542 442 0.0427
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.