McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionProVise Management Group, LLC
Latest Disclosed Ownership14,815 shares
Latest Disclosed Value $ 12,820,308
ProVise Management Group, LLC reports 1.17% decrease in ownership of MCK / McKesson Corporation

On May 6, 2026 - ProVise Management Group, LLC filed a 13F-HR form disclosing ownership of 14,815 shares of McKesson Corporation (MX:MCK) valued at $12,820,308 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 14,991 shares of McKesson Corporation. This represents a change in shares of -1.17% 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)
2026-05-06 2026-03-31 13F MCKESSON COM 58155Q103 14,815 -176 -1.17 12,820 4.26 0.9220
2026-01-29 2025-12-31 13F MCKESSON COM 58155Q103 14,991 433 2.97 12,297 9.34 0.8754
2025-11-13 2025-09-30 13F MCKESSON COM 58155Q103 14,558 585 4.19 11,247 9.83 0.8290
2025-08-08 2025-06-30 13F MCKESSON COM 58155Q103 13,973 238 1.73 10,239 10.78 0.8087
2025-05-08 2025-03-31 13F MCKESSON COM 58155Q103 13,735 131 0.96 9,244 19.22 0.7844
2025-02-11 2024-12-31 13F MCKESSON COM 58155Q103 13,604 -124 -0.90 7,753 14.23 0.6646
2024-11-12 2024-09-30 13F MCKESSON COM 58155Q103 13,728 23 0.17 6,787 -15.20 0.5378
2024-08-12 2024-06-30 13F MCKESSON COM 58155Q103 13,705 189 1.40 8,004 10.31 0.6813
2024-05-09 2024-03-31 13F MCKESSON COM 58155Q103 13,516 693 5.40 7,256 22.24 0.6282
2024-02-09 2023-12-31 13F MCKESSON COM 58155Q103 12,823 -154 -1.19 5,937 5.19 0.5033
2023-11-08 2023-09-30 13F MCKESSON COM 58155Q103 12,977 -545 -4.03 5,643 -2.34 0.5246
2023-08-24 2023-06-30 13F/A-1 MCKESSON COM 58155Q103 13,522 -1,797 -11.73 5,778 5.94 0.5238
2023-08-03 2023-06-30 13F MCKESSON COM 58155Q103 15,319 0 5,454 0.5152
2023-05-08 2023-03-31 13F MCKESSON COM 58155Q103 15,319 2,215 16.90 5,454 10.97 0.5215
2023-02-10 2022-12-31 13F MCKESSON COM 58155Q103 13,104 -241 -1.81 4,916 8.36 0.4976
2022-11-09 2022-09-30 13F MCKESSON COM 58155Q103 13,345 -69 -0.51 4,536 3.66 0.5066
2022-08-08 2022-06-30 13F MCKESSON COM 58155Q103 13,414 378 2.90 4,376 9.65 0.4667
2022-04-27 2022-03-31 13F MCKESSON COM 58155Q103 13,036 826 6.76 3,991 31.54 0.3768
2022-01-18 2021-12-31 13F MCKESSON COM 58155Q103 12,210 1,072 9.62 3,034 36.61 0.2749
2021-10-20 2021-09-30 13F MCKESSON COM 58155Q103 11,138 545 5.14 2,221 9.62 0.2197
2021-08-06 2021-06-30 13F MCKESSON COM 58155Q103 10,593 -275 -2.53 2,026 -4.43 0.2067
2021-04-22 2021-03-31 13F MCKESSON COM 58155Q103 10,868 -279 -2.50 2,120 9.33 0.2285
2021-01-19 2020-12-31 13F MCKESSON COM 58155Q103 11,147 0 0.00 1,939 16.81 0.2238
2020-10-26 2020-09-30 13F MCKESSON COM 58155Q103 11,147 -40 -0.36 1,660 -3.26 0.2221
2020-08-07 2020-06-30 13F MCKESSON COM 58155Q103 11,187 -1,804 -13.89 1,716 -2.33 0.2463
2020-05-07 2020-03-31 13F MCKESSON COM 58155Q103 12,991 -1,395 -9.70 1,757 -11.71 0.2946
2020-02-11 2019-12-31 13F MCKESSON COM 58155Q103 14,386 -2,000 -12.21 1,990 -11.12 0.2448
2019-11-13 2019-09-30 13F MCKESSON COM 58155Q103 16,386 -50 -0.30 2,239 1.36 0.2969
2019-08-09 2019-06-30 13F MCKESSON COM 58155Q103 16,436 -3 -0.02 2,209 14.81 0.2958
2019-05-13 2019-03-31 13F MCKESSON COM 58155Q103 16,439 600 3.79 1,924 9.94 0.2700
2019-02-13 2018-12-31 13F MCKESSON COM 58155Q103 15,839 -2,345 -12.90 1,750 -27.45 0.2766
2018-11-05 2018-09-30 13F MCKESSON COM 58155Q103 18,184 -4,705 -20.56 2,412 -73.35 0.3175
2018-08-13 2018-06-30 13F MCKESSON COM 58155Q103 22,889 224 0.99 9,050 183.52 0.6817
2018-05-09 2018-03-31 13F MCKESSON COM 58155Q103 22,665 -295 -1.28 3,192 -10.86 0.4702
2018-02-07 2017-12-31 13F MCKESSON COM 58155Q103 22,960 -4,500 -16.39 3,581 -15.10 0.5137
2017-11-08 2017-09-30 13F MCKESSON COM 58155Q103 27,460 1,935 7.58 4,218 0.43 0.6121
2017-08-07 2017-06-30 13F MCKESSON COM 58155Q103 25,525 21,240 495.68 4,200 561.42 0.6373
2017-05-10 2017-03-31 13F MCKESSON COM 58155Q103 4,285 1,565 57.54 635 66.67 0.1019
2017-02-08 2016-12-31 13F MCKESSON COM 58155Q103 2,720 -2,155 -44.21 381 -53.19 0.0648
2016-11-07 2016-09-30 13F MCKESSON COM 58155Q103 4,875 4,875 814 0.1411
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.