McKesson Corporation
US ˙ NYSE ˙ US58155Q1031

SecurityMCK / McKesson Corporation
InstitutionCertified Advisory Corp
Latest Disclosed Ownership412 shares
Latest Disclosed Value $ 356,139
Certified Advisory Corp reports 14.70% decrease in ownership of MCK / McKesson Corporation

On April 17, 2026 - Certified Advisory Corp filed a 13F-HR form disclosing ownership of 412 shares of McKesson Corporation (US:MCK) valued at $356,528 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 483 shares of McKesson Corporation. This represents a change in shares of -14.70% during the quarter. The current value of the position is $304,686 USD.

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)
2026-04-17 2026-03-31 13F MCKESSON COM 58155Q103 412 -71 -14.70 356 -10.10 0.0319
2026-01-12 2025-12-31 13F MCKESSON COM 58155Q103 483 0 0.00 396 6.45 0.0361
2025-11-13 2025-09-30 13F MCKESSON COM 58155Q103 483 -227 -31.97 373 -28.46 0.0354
2025-08-14 2025-06-30 13F MCKESSON COM 58155Q103 710 0 0.00 520 9.01 0.0541
2025-05-08 2025-03-31 13F MCKESSON COM 58155Q103 710 -5 -0.70 478 17.20 0.0541
2025-01-15 2024-12-31 13F MCKESSON COM 58155Q103 715 -4 -0.56 408 14.65 0.0442
2024-11-12 2024-09-30 13F MCKESSON COM 58155Q103 719 -18 -2.44 355 -17.44 0.0394
2024-08-13 2024-06-30 13F MCKESSON Stock 58155Q103 737 4 0.55 430 9.41 0.0540
2024-05-10 2024-03-31 13F MCKESSON Stock 58155Q103 733 1 0.14 393 16.27 0.0549
2024-02-09 2023-12-31 13F MCKESSON Stock 58155Q103 732 1 0.14 339 6.62 0.0514
2023-11-13 2023-09-30 13F MCKESSON Stock 58155Q103 731 245 50.41 318 53.14 0.0585
2023-08-14 2023-06-30 13F MCKESSON Stock 58155Q103 486 486 208 0.0382
2021-08-16 2021-06-30 13F MCKESSON Stock 58155Q103 0 -504 -100.00 0 -100.00
2021-05-10 2021-03-31 13F MCKESSON Stock 58155Q103 504 -28 -5.26 98 19.51 0.0254
2020-07-27 2020-06-30 13F MCKESSON Stock 58155Q103 532 2 0.38 82 13.89 0.0271
2020-04-27 2020-03-31 13F MCKESSON Stock 58155Q103 530 1 0.19 72 -1.37 0.0285
2020-01-29 2019-12-31 13F MCKESSON Stock 58155Q103 529 -345 -39.47 73 -38.66 0.0233
2019-11-12 2019-09-30 13F MCKESSON Stock 58155Q103 874 -218 -19.96 119 -19.05 0.0413
2019-08-07 2019-06-30 13F MCKESSON Stock 58155Q103 1,092 1 0.09 147 14.84 0.0547
2019-05-07 2019-03-31 13F MCKESSON Stock 58155Q103 1,091 2 0.18 128 6.67 0.0538
2019-02-04 2018-12-31 13F MCKESSON Stock 58155Q103 1,089 122 12.62 120 -6.25 0.0623
2018-11-13 2018-09-30 13F MCKESSON Stock 58155Q103 967 1 0.10 128 -0.78 0.0592
2018-08-13 2018-06-30 13F MCKESSON COM 58155Q103 966 2 0.21 129 -4.44 0.0717
2018-04-30 2018-03-31 13F MCKESSON COM 58155Q103 964 448 86.82 135 68.75 0.0800
2018-02-22 2017-12-31 13F MCKESSON COM 58155Q103 516 516 80 0.0575
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.