McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionModern Wealth Management, LLC
Latest Disclosed Ownership929 shares
Latest Disclosed Value $ 810,793
Modern Wealth Management, LLC reports 10.20% increase in ownership of MCK / McKesson Corporation

On May 14, 2026 - Modern Wealth Management, LLC filed a 13F-HR form disclosing ownership of 929 shares of McKesson Corporation (MX:MCK) valued at $810,793 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 843 shares of McKesson Corporation. This represents a change in shares of 10.20% 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)
2026-05-14 2026-03-31 13F MCKESSON COM 58155Q103 929 86 10.20 811 17.22 0.0139
2026-02-17 2025-12-31 13F MCKESSON COM 58155Q103 843 34 4.20 692 10.56 0.0126
2025-11-12 2025-09-30 13F MCKESSON COM 58155Q103 809 -31 -3.69 625 1.63 0.0124
2025-11-12 2025-06-30 13F/A-1 MCKESSON COM 58155Q103 840 30 3.70 616 12.84 0.0152
2025-08-14 2025-06-30 13F MCKESSON COM 58155Q103 843 33 618 0.0082
2025-06-02 2025-03-31 13F/A-1 MCKESSON COM 58155Q103 810 29 3.71 545 22.47 0.0175
2025-05-15 2025-03-31 13F MCKESSON COM 58155Q103 810 29 545 0.0168
2025-05-30 2024-12-31 13F/A-3 MCKESSON COM 58155Q103 781 340 77.10 445 104.13 0.0167
2025-05-30 2024-12-31 13F/A-1 MCKESSON COM 58155Q103 481 40 274 0.0109
2025-02-11 2024-12-31 13F MCKESSON COM 58155Q103 795 354 480 0.0168
2025-05-30 2024-09-30 13F/A-3 MCKESSON COM 58155Q103 441 441 218 0.0134
2024-11-05 2024-09-30 13F MCKESSON COM 58155Q103 441 441 218 0.0133
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.