McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership2,227 shares
Latest Disclosed Value $ 1,927,074
Wealthcare Advisory Partners LLC reports 18.90% increase in ownership of MCK / McKesson Corporation

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 2,227 shares of McKesson Corporation (MX:MCK) valued at $1,927,074 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,873 shares of McKesson Corporation. This represents a change in shares of 18.90% 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)
2026-04-14 2026-03-31 13F MCKESSON COM 58155Q103 2,227 354 18.90 1,927 25.46 0.0375
2026-01-14 2025-12-31 13F MCKESSON COM 58155Q103 1,873 13 0.70 1,536 6.96 0.0302
2025-11-07 2025-09-30 13F MCKESSON COM 58155Q103 1,860 -8 -0.43 1,437 4.97 0.0299
2025-07-22 2025-06-30 13F MCKESSON COM 58155Q103 1,868 -8 -0.43 1,369 8.40 0.0312
2025-04-15 2025-03-31 13F MCKESSON COM 58155Q103 1,876 -129 -6.43 1,262 10.51 0.0339
2025-01-15 2024-12-31 13F MCKESSON COM 58155Q103 2,005 15 0.75 1,143 16.17 0.0317
2024-11-04 2024-09-30 13F MCKESSON COM 58155Q103 1,990 -128 -6.04 984 -20.53 0.0280
2024-08-12 2024-06-30 13F MCKESSON COM 58155Q103 2,118 692 48.53 1,237 61.70 0.0387
2024-04-15 2024-03-31 13F MCKESSON COM 58155Q103 1,426 433 43.61 766 66.67 0.0251
2024-02-06 2023-12-31 13F MCKESSON COM 58155Q103 993 -1 -0.10 460 6.25 0.0183
2023-10-12 2023-09-30 13F MCKESSON COM 58155Q103 994 14 1.43 432 3.35 0.0199
2023-07-17 2023-06-30 13F MCKESSON COM 58155Q103 980 -44 -4.30 419 14.84 0.0187
2023-05-04 2023-03-31 13F MCKESSON COM 58155Q103 1,024 72 7.56 365 1.96 0.0157
2023-02-13 2022-12-31 13F MCKESSON COMMON 58155Q103 952 41 4.50 357 15.16 0.0171
2022-11-14 2022-09-30 13F MCKESSON COMMON 58155Q103 911 -60 -6.18 310 -2.21 0.0177
2022-08-15 2022-06-30 13F MCKESSON COMMON 58155Q103 971 86 9.72 317 16.97 0.0192
2022-04-15 2022-03-31 13F MCKESSON COMMON 58155Q103 885 885 271 0.0165
2021-08-16 2021-06-30 13F MCKESSON COMMON 58155Q103 0 -760 -100.00 0 -100.00
2021-04-30 2021-03-31 13F MCKESSON COMMON 58155Q103 760 760 148 0.0107
2020-07-29 2020-06-30 13F MCKESSON COMMON 58155Q103 0 -524 -100.00 0 -100.00
2020-04-29 2020-03-31 13F MCKESSON COMMON 58155Q103 524 -392 -42.79 71 -44.09 0.0104
2020-01-29 2019-12-31 13F MCKESSON COMMON 58155Q103 916 111 13.79 127 15.45 0.0161
2019-10-16 2019-09-30 13F MCKESSON COMMON 58155Q103 805 0 0.00 110 1.85 0.0160
2019-07-30 2019-06-30 13F MCKESSON COMMON 58155Q103 805 0 0.00 108 14.89 0.0171
2019-05-13 2019-03-31 13F MCKESSON COMMON 58155Q103 805 -249 -23.62 94 -18.97 0.0160
2019-02-14 2018-12-31 13F MCKESSON COMMON 58155Q103 1,054 0 0.00 116 -17.14 0.0225
2018-11-14 2018-09-30 13F MCKESSON COMMON 58155Q103 1,054 -160 -13.18 140 -13.58 0.0257
2018-08-13 2018-06-30 13F MCKESSON COMMON 58155Q103 1,214 160 15.18 162 9.46 0.0318
2018-05-14 2018-03-31 13F MCKESSON COMMON 58155Q103 1,054 -4 -0.38 148 -10.30 0.0334
2018-02-14 2017-12-31 13F MCKESSON COMMON 58155Q103 1,058 48 4.75 165 6.45 0.0424
2017-11-15 2017-09-30 13F MCKESSON COMMON 58155Q103 1,010 1,010 155 0.0461
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.