McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionResources Investment Advisors, LLC.
Latest Disclosed Ownership2,084 shares
Latest Disclosed Value $ 1,803,291
Resources Investment Advisors, LLC. reports 2.93% decrease in ownership of MCK / McKesson Corporation

On May 8, 2026 - Resources Investment Advisors, LLC. filed a 13F-HR form disclosing ownership of 2,084 shares of McKesson Corporation (MX:MCK) valued at $1,803,291 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,147 shares of McKesson Corporation. This represents a change in shares of -2.93% 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 2,084 -63 -2.93 1,803 2.39 0.0176
2026-02-13 2025-12-31 13F MCKESSON COM 58155Q103 2,147 18 0.85 1,761 7.12 0.0173
2025-11-10 2025-09-30 13F MCKESSON COM 58155Q103 2,129 -41 -1.89 1,645 3.46 0.0169
2025-08-07 2025-06-30 13F MCKESSON COM 58155Q103 2,170 -221 -9.24 1,590 -1.18 0.0177
2025-04-29 2025-03-31 13F MCKESSON COM 58155Q103 2,391 40 1.70 1,609 20.00 0.0191
2025-02-13 2024-12-31 13F MCKESSON COM 58155Q103 2,351 13 0.56 1,340 15.92 0.0155
2024-11-06 2024-09-30 13F MCKESSON COM 58155Q103 2,338 -2,175 -48.19 1,156 -56.13 0.0132
2024-08-02 2024-06-30 13F MCKESSON COM 58155Q103 4,513 -299 -6.21 2,636 2.01 0.0329
2024-05-10 2024-03-31 13F MCKESSON COM 58155Q103 4,812 358 8.04 2,583 25.27 0.0406
2024-02-13 2023-12-31 13F MCKESSON COM 58155Q103 4,454 2,338 110.49 2,062 124.13 0.0361
2023-11-14 2023-09-30 13F MCKESSON COM 58155Q103 2,116 235 12.49 920 14.57 0.0199
2023-08-07 2023-06-30 13F MCKESSON COM 58155Q103 1,881 531 39.33 804 67.29 0.0178
2023-05-10 2023-03-31 13F MCKESSON COM 58155Q103 1,350 456 51.01 481 43.28 0.0113
2023-02-02 2022-12-31 13F MCKESSON COM 58155Q103 894 -503 -36.01 335 -29.47 0.0097
2022-11-08 2022-09-30 13F MCKESSON COM 58155Q103 1,397 27 1.97 475 6.26 0.0176
2022-08-08 2022-06-30 13F MCKESSON COM 58155Q103 1,370 -24 -1.72 447 4.68 0.0192
2022-05-05 2022-03-31 13F MCKESSON COM 58155Q103 1,394 -94 -6.32 427 15.41 0.0161
2022-02-23 2021-12-31 13F MCKESSON COM 58155Q103 1,488 -322 -17.79 370 2.49 0.0131
2021-11-05 2021-09-30 13F MCKESSON COM 58155Q103 1,810 58 3.31 361 7.76 0.0143
2021-08-09 2021-06-30 13F MCKESSON COM 58155Q103 1,752 279 18.94 335 16.72 0.0138
2021-05-10 2021-03-31 13F MCKESSON COM 58155Q103 1,473 40 2.79 287 15.26 0.0134
2021-02-08 2020-12-31 13F MCKESSON COM 58155Q103 1,433 77 5.68 249 23.27 0.0130
2020-10-09 2020-09-30 13F MCKESSON COM 58155Q103 1,356 -36 -2.59 202 -5.61 0.0140
2020-08-14 2020-06-30 13F MCKESSON COM 58155Q103 1,392 1,392 214 0.0154
2019-11-08 2019-09-30 13F MCKESSON COM 58155Q103 0 -350 -100.00 0 -100.00
2019-08-12 2019-06-30 13F MCKESSON COM 58155Q103 350 59 20.27 47 38.24 0.0036
2019-05-10 2019-03-31 13F MCKESSON COM 58155Q103 291 14 5.05 34 9.68 0.0050
2019-02-12 2018-12-31 13F MCKESSON COM 58155Q103 277 -100 -26.53 31 -38.00 0.0052
2018-11-07 2018-09-30 13F MCKESSON CORP COM COM 58155Q103 377 32 9.28 50 8.70 0.0117
2018-08-14 2018-06-30 13F MCKESSON COM 58155Q103 345 -6 -1.71 46 -6.12 0.0096
2018-05-14 2018-03-31 13F MCKESSON CORP COM COM 58155Q103 351 14 4.15 49 -7.55 0.0108
2018-01-31 2017-12-31 13F MCKESSON COM 58155Q103 337 50 17.42 53 20.45 0.0061
2017-11-13 2017-09-30 13F MCKESSON COM 58155Q103 287 -49 -14.58 44 -20.00 0.0162
2017-08-14 2017-06-30 13F MCKESSON COM 58155Q103 336 336 55 0.0164
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.