McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionPDS Planning, Inc
Latest Disclosed Ownership1,230 shares
Latest Disclosed Value $ 1,064,458
PDS Planning, Inc reports 1.23% increase in ownership of MCK / McKesson Corporation

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 1,230 shares of McKesson Corporation (MX:MCK) valued at $1,064,458 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,215 shares of McKesson Corporation. This represents a change in shares of 1.23% 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)
2026-04-21 2026-03-31 13F MCKESSON COM 58155Q103 1,230 15 1.23 1,064 6.83 0.0702
2026-01-26 2025-12-31 13F MCKESSON COM 58155Q103 1,215 6 0.50 997 6.64 0.0666
2025-10-21 2025-09-30 13F MCKESSON COM 58155Q103 1,209 13 1.09 934 6.62 0.0646
2025-07-24 2025-06-30 13F MCKESSON COM 58155Q103 1,196 89 8.04 876 17.58 0.0653
2025-04-24 2025-03-31 13F MCKESSON COM 58155Q103 1,107 160 16.90 745 38.22 0.0628
2025-02-10 2024-12-31 13F MCKESSON COM 58155Q103 947 -1 -0.11 540 15.17 0.0479
2024-10-30 2024-09-30 13F MCKESSON COM 58155Q103 948 44 4.87 469 -11.20 0.0420
2024-08-08 2024-06-30 13F MCKESSON COM 58155Q103 904 12 1.35 528 10.02 0.0533
2024-05-01 2024-03-31 13F MCKESSON COM 58155Q103 892 24 2.76 479 19.45 0.0503
2024-02-01 2023-12-31 13F MCKESSON COM 58155Q103 868 3 0.35 402 6.65 0.0458
2023-10-23 2023-09-30 13F MCKESSON COM 58155Q103 865 29 3.47 376 5.32 0.0487
2023-07-21 2023-06-30 13F MCKESSON COM 58155Q103 836 151 22.04 357 46.91 0.0457
2023-05-02 2023-03-31 13F MCKESSON COM 58155Q103 685 139 25.46 244 19.12 0.0336
2023-01-27 2022-12-31 13F MCKESSON COM 58155Q103 546 546 205 0.0327
2022-11-02 2022-09-30 13F MCKESSON COM 58155Q103 0 -756 -100.00 0 -100.00
2022-07-15 2022-06-30 13F MCKESSON COM 58155Q103 756 25 3.42 247 10.27 0.0447
2022-04-18 2022-03-31 13F MCKESSON COM 58155Q103 731 731 224 0.0394
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.