McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionThrive Wealth Management, LLC
Latest Disclosed Ownership1,479 shares
Latest Disclosed Value $ 1,279,945
Thrive Wealth Management, LLC ownership in MCK / McKesson Corporation

On April 9, 2026 - Thrive Wealth Management, LLC filed a 13F-HR form disclosing ownership of 1,479 shares of McKesson Corporation (MX:MCK) valued at $1,279,945 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 1,479 shares of McKesson Corporation. This represents a change in shares of 0.00% 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)
2026-04-09 2026-03-31 13F MCKESSON COM 58155Q103 1,479 0 0.00 1,280 5.44 0.1908
2026-01-12 2025-12-31 13F MCKESSON COM 58155Q103 1,479 4 0.27 1,213 6.50 0.1782
2025-10-07 2025-09-30 13F MCKESSON COM 58155Q103 1,475 -9 -0.61 1,140 4.78 0.1719
2025-07-09 2025-06-30 13F MCKESSON COM 58155Q103 1,484 2 0.13 1,088 9.03 0.1756
2025-04-10 2025-03-31 13F MCKESSON COM 58155Q103 1,482 22 1.51 997 19.83 0.1906
2025-01-16 2024-12-31 13F MCKESSON COM 58155Q103 1,460 -37 -2.47 832 12.43 0.1496
2024-10-04 2024-09-30 13F MCKESSON COM 58155Q103 1,497 0 0.00 740 -15.33 0.1358
2024-07-12 2024-06-30 13F MCKESSON COM 58155Q103 1,497 546 57.41 874 71.37 0.1712
2024-04-16 2024-03-31 13F MCKESSON COM 58155Q103 951 51 5.67 511 22.60 0.1055
2024-01-10 2023-12-31 13F MCKESSON COM 58155Q103 900 42 4.90 417 11.53 0.0927
2023-10-13 2023-09-30 13F MCKESSON COM 58155Q103 858 -5 -0.58 373 1.36 0.0993
2023-07-12 2023-06-30 13F MCKESSON COM 58155Q103 863 863 369 0.0955
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.