McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership9,710 shares
Latest Disclosed Value $ 8,402,371
Sequoia Financial Advisors, LLC reports 1.76% increase in ownership of MCK / McKesson Corporation

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 9,710 shares of McKesson Corporation (MX:MCK) valued at $8,402,371 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 9,542 shares of McKesson Corporation. This represents a change in shares of 1.76% 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)
2026-04-30 2026-03-31 13F MCKESSON COM 58155Q103 9,710 168 1.76 8,402 7.35 0.0470
2026-02-03 2025-12-31 13F MCKESSON COM 58155Q103 9,542 525 5.82 7,827 12.38 0.0437
2025-10-29 2025-09-30 13F MCKESSON COM 58155Q103 9,017 29 0.32 6,966 5.75 0.0423
2025-07-25 2025-06-30 13F MCKESSON COM 58155Q103 8,988 292 3.36 6,587 12.54 0.0451
2025-04-23 2025-03-31 13F MCKESSON COM 58155Q103 8,696 1,688 24.09 5,852 46.52 0.0452
2025-08-08 2024-12-31 13F/A-1 MCKESSON COM 58155Q103 7,008 414 6.28 3,994 22.52 0.0384
2025-02-07 2024-12-31 13F MCKESSON COM 58155Q103 7,008 414 3,994 0.0386
2024-10-21 2024-09-30 13F MCKESSON COM 58155Q103 6,594 226 3.55 3,260 -12.34 0.0350
2024-07-15 2024-06-30 13F MCKESSON COM 58155Q103 6,368 143 2.30 3,719 11.28 0.0448
2024-04-30 2024-03-31 13F MCKESSON COM 58155Q103 6,225 -649 -9.44 3,342 5.03 0.0416
2024-01-26 2023-12-31 13F MCKESSON COM 58155Q103 6,874 1,528 28.58 3,182 36.92 0.0395
2023-11-08 2023-09-30 13F MCKESSON COM 58155Q103 5,346 29 0.55 2,325 2.33 0.0408
2023-08-08 2023-06-30 13F MCKESSON COM 58155Q103 5,317 342 6.87 2,272 28.23 0.0390
2023-04-25 2023-03-31 13F MCKESSON COM 58155Q103 4,975 1,219 32.45 1,771 25.69 0.0394
2023-02-10 2022-12-31 13F/A-1 MCKESSON COM 58155Q103 3,756 2,684 250.37 1,409 287.09 0.0346
2023-01-18 2022-12-31 13F MCKESSON COM 58155Q103 3,756 2,684 1,409 0.0318
2022-10-26 2022-09-30 13F MCKESSON COM 58155Q103 1,072 -670 -38.46 364 -36.03 0.0115
2022-07-22 2022-06-30 13F MCKESSON COM 58155Q103 1,742 9 0.52 569 7.16 0.0161
2022-05-13 2022-03-31 13F MCKESSON COM 58155Q103 1,733 245 16.47 531 43.51 0.0133
2022-02-22 2021-12-31 13F/A-1 MCKESSON COM 58155Q103 1,488 1,488 370 0.0101
2022-02-11 2021-12-31 13F MCKESSON COM 58155Q103 1,488 1,488 370 0.0068
2018-11-14 2018-09-30 13F MCKESSON COM 58155Q103 0 -1,861 -100.00 0 -100.00
2018-08-13 2018-06-30 13F MCKESSON COM 58155Q103 1,861 -715 -27.76 248 -31.68 0.0264
2018-05-14 2018-03-31 13F MCKESSON COM 58155Q103 2,576 658 34.31 363 21.40 0.0382
2018-02-13 2017-12-31 13F MCKESSON COM 58155Q103 1,918 -13 -0.67 299 0.67 0.0315
2017-11-13 2017-09-30 13F MCKESSON COM 58155Q103 1,931 13 0.68 297 -6.01 0.0352
2017-08-09 2017-06-30 13F MCKESSON COM 58155Q103 1,918 0 0.00 316 11.27 0.0392
2017-05-01 2017-03-31 13F MCKESSON COM 58155Q103 1,918 1,918 284 0.0361
2016-11-14 2016-09-30 13F MCKESSON COM 58155Q103 0 -1,152 -100.00 0 -100.00
2016-07-29 2016-06-30 13F MCKESSON COM 58155Q103 1,152 1,152 215 0.0603
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.