McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionSurgoCap Partners LP
Latest Disclosed Ownership348,732 shares
Latest Disclosed Value $ 301,778,724
SurgoCap Partners LP reports 16.80% decrease in ownership of MCK / McKesson Corporation

On May 14, 2026 - SurgoCap Partners LP filed a 13F-HR form disclosing ownership of 348,732 shares of McKesson Corporation (MX:MCK) valued at $301,778,724 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 419,166 shares of McKesson Corporation. This represents a change in shares of -16.80% 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)
2026-05-14 2026-03-31 13F MCKESSON COM 58155Q103 348,732 -70,434 -16.80 301,779 -12.23 10.0767
2026-02-13 2025-12-31 13F MCKESSON COM 58155Q103 419,166 -33,095 -7.32 343,838 -1.59 9.5189
2025-11-13 2025-09-30 13F MCKESSON COM 58155Q103 452,261 184,106 68.66 349,390 77.81 9.7129
2025-08-14 2025-06-30 13F MCKESSON COM 58155Q103 268,155 -25,982 -8.83 196,499 -0.73 7.4193
2025-05-15 2025-03-31 13F MCKESSON COM 58155Q103 294,137 -214,744 -42.20 197,951 -31.74 9.7798
2025-02-14 2024-12-31 13F MCKESSON COM 58155Q103 508,881 -99,436 -16.35 290,016 -3.57 14.9436
2024-11-14 2024-09-30 13F MCKESSON COM 58155Q103 608,317 126,675 26.30 300,764 6.92 15.0193
2024-08-14 2024-06-30 13F MCKESSON COM 58155Q103 481,642 -14,261 -2.88 281,298 5.66 16.4537
2024-05-15 2024-03-31 13F MCKESSON COM 58155Q103 495,903 162,875 48.91 266,226 72.67 14.2886
2024-02-14 2023-12-31 13F MCKESSON COM 58155Q103 333,028 333,028 154,185 10.7654
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.