McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership3,796 shares
Latest Disclosed Value $ 3,283,540
EverSource Wealth Advisors, LLC reports 66.42% increase in ownership of MCK / McKesson Corporation

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 3,796 shares of McKesson Corporation (MX:MCK) valued at $3,283,540 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,281 shares of McKesson Corporation. This represents a change in shares of 66.42% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F/A-1 MCKESSON CORP COM Stock 58155Q103 3,796 1,515 66.42 3,284 75.56 0.0152
2026-05-14 2026-03-31 13F MCKESSON CORP COM Stock 58155Q103 4,157 1,876 460 0.0025
2026-02-06 2025-12-31 13F MCKESSON CORP COM Stock 58155Q103 2,281 34 1.51 1,870 7.78 0.0688
2025-11-10 2025-09-30 13F MCKESSON CORP COM Stock 58155Q103 2,247 -154 -6.41 1,735 -1.31 0.0686
2025-08-13 2025-06-30 13F MCKESSON CORP COM Stock 58155Q103 2,401 366 17.99 1,759 28.41 0.0794
2025-05-13 2025-03-31 13F MCKESSON CORP COM Stock 58155Q103 2,035 28 1.40 1,370 19.77 0.0752
2025-02-10 2024-12-31 13F MCKESSON CORP COM Stock 58155Q103 2,007 144 7.73 1,144 24.24 0.0643
2024-11-08 2024-09-30 13F MCKESSON CORP COM Stock 58155Q103 1,863 10 0.54 921 -19.44 0.0583
2024-08-13 2024-06-30 13F MCKESSON CORP COM Stock 58155Q103 1,853 197 11.90 1,143 28.46 0.0759
2024-06-11 2024-03-31 13F/A-1 MCKESSON CORP COM Stock 58155Q103 1,656 8 0.49 890 16.67 0.0699
2024-05-13 2024-03-31 13F MCKESSON CORP COM Stock 58155Q103 1,648 0 763 0.0699
2024-02-09 2023-12-31 13F MCKESSON CORP COM Stock 58155Q103 1,648 14 0.86 763 7.32 0.0699
2023-11-03 2023-09-30 13F MCKESSON CORP COM Stock 58155Q103 1,634 -68 -4.00 710 -2.34 0.0753
2023-08-04 2023-06-30 13F MCKESSON CORP COM Stock 58155Q103 1,702 67 4.10 727 24.91 0.0802
2023-05-11 2023-03-31 13F MCKESSON CORP COM Stock 58155Q103 1,635 -3 -0.18 582 -5.21 0.0725
2023-02-09 2022-12-31 13F MCKESSON CORP COM Stock 58155Q103 1,638 -370 -18.43 614 -9.97 0.0930
2022-11-07 2022-09-30 13F MCKESSON CORP COM Stock 58155Q103 2,008 1,912 1,991.67 682 2,100.00 0.1561
2022-08-01 2022-06-30 13F MCKESSON CORP COM Stock 58155Q103 96 18 23.08 31 29.17 0.0080
2022-05-25 2022-03-31 13F MCKESSON CORP COM Stock 58155Q103 78 -72 -48.00 24 -35.14 0.0061
2022-02-17 2021-12-31 13F/A-1 MCKESSON CORP COM Stock 58155Q103 150 150 37 0.0104
2022-02-07 2021-12-31 13F MCKESSON CORP COM Stock 58155Q103 150 150 37 0.0104
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.