McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionDakota Wealth Management
Latest Disclosed Ownership848 shares
Latest Disclosed Value $ 734,021
Dakota Wealth Management reports 16.45% decrease in ownership of MCK / McKesson Corporation

On May 7, 2026 - Dakota Wealth Management filed a 13F-HR form disclosing ownership of 848 shares of McKesson Corporation (MX:MCK) valued at $734,021 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 1,015 shares of McKesson Corporation. This represents a change in shares of -16.45% 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)
2026-05-07 2026-03-31 13F MCKESSON COM 58155Q103 848 -167 -16.45 734 -11.78 0.0159
2026-01-13 2025-12-31 13F MCKESSON COM 58155Q103 1,015 258 34.08 833 42.47 0.0148
2025-11-10 2025-09-30 13F MCKESSON COM 58155Q103 757 -17,691 -95.90 585 -95.68 0.0118
2025-07-16 2025-06-30 13F MCKESSON COM 58155Q103 18,448 16,933 1,117.69 13,519 1,226.59 0.2846
2025-05-02 2025-03-31 13F MCKESSON COM 58155Q103 1,515 -67 -4.24 1,020 13.10 0.0238
2025-01-17 2024-12-31 13F MCKESSON COM 58155Q103 1,582 43 2.79 902 18.55 0.0207
2024-10-23 2024-09-30 13F MCKESSON COM 58155Q103 1,539 128 9.07 761 -7.65 0.0172
2024-07-22 2024-06-30 13F MCKESSON COM 58155Q103 1,411 -1 -0.07 824 8.72 0.0194
2024-04-24 2024-03-31 13F MCKESSON COM 58155Q103 1,412 -106 -6.98 758 7.83 0.0188
2024-01-30 2023-12-31 13F MCKESSON COM 58155Q103 1,518 228 17.67 703 25.36 0.0273
2023-10-24 2023-09-30 13F MCKESSON COM 58155Q103 1,290 251 24.16 561 26.41 0.0247
2023-07-31 2023-06-30 13F MCKESSON COM 58155Q103 1,039 42 4.21 444 24.79 0.0209
2023-04-14 2023-03-31 13F MCKESSON COM 58155Q103 997 -32 -3.11 355 -8.03 0.0237
2023-02-08 2022-12-31 13F MCKESSON COM 58155Q103 1,029 1,029 386 0.0274
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.