McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionMPS Loria Financial Planners, LLC
Latest Disclosed Ownership2,835 shares
Latest Disclosed Value $ 2,453,586
MPS Loria Financial Planners, LLC reports 0.07% increase in ownership of MCK / McKesson Corporation

On May 8, 2026 - MPS Loria Financial Planners, LLC filed a 13F-HR form disclosing ownership of 2,835 shares of McKesson Corporation (MX:MCK) valued at $2,453,586 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 2,833 shares of McKesson Corporation. This represents a change in shares of 0.07% 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)
2026-05-08 2026-03-31 13F MCKESSON COM 58155Q103 2,835 2 0.07 2,454 5.60 0.5796
2026-02-03 2025-12-31 13F MCKESSON COM 58155Q103 2,833 3 0.11 2,324 6.32 0.5972
2025-10-17 2025-09-30 13F MCKESSON COM 58155Q103 2,830 3 0.11 2,186 5.50 0.5808
2025-07-29 2025-06-30 13F MCKESSON COM 58155Q103 2,827 3 0.11 2,071 9.00 0.6095
2025-04-22 2025-03-31 13F MCKESSON COM 58155Q103 2,824 4 0.14 1,900 18.23 0.5637
2025-01-14 2024-12-31 13F MCKESSON COM 58155Q103 2,820 4 0.14 1,607 15.45 0.4759
2024-10-21 2024-09-30 13F MCKESSON COM 58155Q103 2,816 3 0.11 1,392 -15.28 0.4150
2024-07-10 2024-06-30 13F MCKESSON COM 58155Q103 2,813 2 0.07 1,643 8.95 0.5296
2024-04-17 2024-03-31 13F MCKESSON COM 58155Q103 2,811 3 0.11 1,509 16.09 0.5068
2024-02-07 2023-12-31 13F MCKESSON COM 58155Q103 2,808 0 0.00 1,300 6.48 0.4565
2023-10-20 2023-09-30 13F MCKESSON COM 58155Q103 2,808 4 0.14 1,221 1.84 0.4780
2023-07-21 2023-06-30 13F MCKESSON COM 58155Q103 2,804 3 0.11 1,198 20.16 0.4503
2023-04-11 2023-03-31 13F MCKESSON COM 58155Q103 2,801 16 0.57 997 -4.50 0.4031
2023-01-23 2022-12-31 13F MCKESSON COM 58155Q103 2,785 -9 -0.32 1,045 10.01 0.4643
2022-11-14 2022-09-30 13F MCKESSON COM 58155Q103 2,794 16 0.58 949 4.75 0.3684
2022-07-19 2022-06-30 13F MCKESSON CORPORATION COM COM 58155Q103 2,778 4 0.14 906 6.71 0.4087
2022-05-10 2022-03-31 13F MCKESSON CORPORATION COM COM 58155Q103 2,774 5 0.18 849 23.40 0.3564
2022-02-07 2021-12-31 13F MCKESSON CORPORATION COM COM 58155Q103 2,769 4 0.14 688 24.86 0.2804
2021-10-29 2021-09-30 13F MCKESSON CORPORATION COM COM 58155Q103 2,765 5 0.18 551 4.36 0.2524
2021-07-20 2021-06-30 13F MCKESSON CORPORATION COM COM 58155Q103 2,760 6 0.22 528 -1.68 0.2434
2021-05-03 2021-03-31 13F MCKESSON CORPORATION COM COM 58155Q103 2,754 -1 -0.04 537 11.64 0.2500
2021-02-02 2020-12-31 13F MCKESSON CORPORATION COM COM 58155Q103 2,755 30 1.10 481 18.47 0.2160
2020-10-13 2020-09-30 13F MCKESSON CORPORATION COM COM 58155Q103 2,725 7 0.26 406 -2.64 0.2100
2020-08-13 2020-06-30 13F MCKESSON CORPORATION COM COM 58155Q103 2,718 8 0.30 417 13.93 0.2233
2020-05-05 2020-03-31 13F/A-1 MCKESSON CORPORATION COM COM 58155Q103 2,710 7 0.26 366 -1.88 0.2812
2020-02-07 2019-12-31 13F MCKESSON CORPORATION COM COM 58155Q103 2,703 7 0.26 373 1.36 0.2200
2019-11-12 2019-09-30 13F MCKESSON CORPORATION COM COM 58155Q103 2,696 7 0.26 368 1.94 0.2392
2019-07-31 2019-06-30 13F MCKESSON CORPORATION COM COM 58155Q103 2,689 7 0.26 361 14.97 0.2308
2019-04-25 2019-03-31 13F MCKESSON CORPORATION COM COM 58155Q103 2,682 10 0.37 314 6.44 0.2082
2019-01-10 2018-12-31 13F MCKESSON CORP COM COM 58155Q103 2,672 -1 -0.04 295 -16.67 0.2117
2018-11-08 2018-09-30 13F MCKESSON CORP COM COM 58155Q103 2,673 15 0.56 354 -0.28 0.2215
2018-08-02 2018-06-30 13F MCKESSON CORP COM COM 58155Q103 2,658 -84 -3.06 355 -8.03 0.3576
2018-04-20 2018-03-31 13F MCKESSON CORP COM COM 58155Q103 2,742 6 0.22 386 -9.60 0.2721
2018-01-24 2017-12-31 13F MCKESSON CORP COM COM 58155Q103 2,736 6 0.22 427 1.91 0.2917
2017-10-24 2017-09-30 13F MCKESSON CORP COM COM 58155Q103 2,730 0 0.00 419 2.70 0.2997
2017-09-18 2017-06-30 13F MCKESSON CORP COM COM 58155Q103 2,730 2,730 408 0.2733
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.