McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership2,974 shares
Latest Disclosed Value $ 2,573,255
Perigon Wealth Management, LLC reports 131.62% increase in ownership of MCK / McKesson Corporation

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,974 shares of McKesson Corporation (MX:MCK) valued at $2,573,255 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 1,284 shares of McKesson Corporation. This represents a change in shares of 131.62% 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)
2026-04-10 2026-03-31 13F MCKESSON COM 58155Q103 2,974 1,690 131.62 2,573 144.35 0.0467
2026-01-16 2025-12-31 13F MCKESSON COM 58155Q103 1,284 -26 -1.98 1,054 4.05 0.0188
2025-10-17 2025-09-30 13F MCKESSON COM 58155Q103 1,310 181 16.03 1,012 22.37 0.0206
2025-07-16 2025-06-30 13F MCKESSON COM 58155Q103 1,129 -49 -4.16 827 4.29 0.0193
2025-04-23 2025-03-31 13F MCKESSON COM 58155Q103 1,178 -20 -1.67 793 11.22 0.0204
2025-01-22 2024-12-31 13F MCKESSON COM 58155Q103 1,198 -40 -3.23 713 16.50 0.0175
2024-10-16 2024-09-30 13F MCKESSON COM 58155Q103 1,238 57 4.83 612 -11.18 0.0162
2024-08-02 2024-06-30 13F MCKESSON COM 58155Q103 1,181 -2 -0.17 690 8.50 0.0200
2024-04-29 2024-03-31 13F MCKESSON COM 58155Q103 1,183 184 18.42 635 37.45 0.0193
2024-01-29 2023-12-31 13F MCKESSON COM 58155Q103 999 -246 -19.76 463 -14.60 0.0151
2023-10-30 2023-09-30 13F MCKESSON COM 58155Q103 1,245 -10 -0.80 541 0.93 0.0219
2023-08-02 2023-06-30 13F/A-1 MCKESSON COM 58155Q103 1,255 -69 -5.21 536 13.80 0.0211
2023-08-02 2023-06-30 13F MCKESSON COM 58155Q103 1,255 -69 536 0.0211
2023-05-03 2023-03-31 13F MCKESSON COM 58155Q103 1,324 197 17.48 471 11.61 0.0268
2023-05-01 2022-12-31 13F/A-1 MCKESSON COM 58155Q103 1,127 166 17.27 423 29.05 0.0262
2023-02-14 2022-12-31 13F MCKESSON COM 58155Q103 1,127 423
2022-12-13 2022-09-30 13F MCKESSON COM 58155Q103 961 36 3.89 327 8.28 0.0283
2022-08-11 2022-06-30 13F MCKESSON COM 58155Q103 925 147 18.89 302 26.89 0.0252
2022-05-16 2022-03-31 13F MCKESSON COM 58155Q103 778 -68 -8.04 238 13.33 0.0168
2022-02-11 2021-12-31 13F MCKESSON COM 58155Q103 846 846 210 0.0150
2021-05-17 2021-03-31 13F MCKESSON COM 58155Q103 0 -137 -100.00 0 -100.00
2021-01-28 2020-12-31 13F MCKESSON COM 58155Q103 137 137 24 0.0028
2018-08-08 2018-06-30 13F/A-1 Mckesson COM 58155Q103 0 -216 -100.00 0 -100.00
2018-05-14 2018-03-31 13F Mckesson COM 58155Q103 216 114 111.76 30 87.50 0.0111
2018-02-14 2017-12-31 13F Mckesson COM 58155Q103 102 -2,472 -96.04 16 -95.96 0.0060
2017-12-05 2017-09-30 13F Mckesson COM 58155Q103 2,574 -454 -14.99 396 -20.64 0.1285
2017-09-12 2017-06-30 13F Mckesson COM 58155Q103 3,028 -1,568 -34.12 499 -26.94 0.1086
2017-06-05 2017-03-31 13F Mckesson COM 58155Q103 4,596 80 1.77 683 -1.01 0.1449
2017-03-07 2016-12-31 13F Mckesson COM 58155Q103 4,516 401 9.74 690 0.44 0.1507
2016-11-16 2016-09-30 13F Mckesson COM 58155Q103 4,115 133 3.34 687 -7.66 0.1764
2016-08-19 2016-06-30 13F Mckesson COM 58155Q103 3,982 974 32.38 744 17.72 0.1977
2016-06-03 2016-03-31 13F Mckesson COM 58155Q103 3,008 0 0.00 632 6.40 0.1974
2016-03-04 2015-12-31 13F Mckesson COM 58155Q103 3,008 1,696 129.27 594 144.44 0.1640
2015-12-02 2015-09-30 13F Mckesson COM 58155Q103 1,312 45 3.55 243 -14.74 0.0721
2015-08-31 2015-06-30 13F Mckesson COM 58155Q103 1,267 124 10.85 285 10.04 0.0750
2015-05-11 2015-03-31 13F Mckesson COM 58155Q103 1,143 -42 -3.54 259 5.28 0.0710
2015-02-18 2014-12-31 13F Mckesson COM 58155Q103 1,185 57 5.05 246 11.82 0.0739
2014-11-17 2014-09-30 13F Mckesson COM 58155Q103 1,128 -770 -40.57 220 -37.68 0.0655
2014-08-12 2014-06-30 13F Mckesson COM 58155Q103 1,898 0 0.00 353 5.37 0.1006
2014-05-12 2014-03-31 13F Mckesson COM 58155Q103 1,898 -40 -2.06 335 7.37 0.1845
2014-02-18 2013-12-31 13F Mckesson COM 58155Q103 1,938 977 101.66 312 -4.59 0.1730
2022-11-14 2011-09-30 13F MCKESSON COM 58155Q103 961 961 327 0.0283
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.