McKesson Corporation
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership17,630 shares
Latest Disclosed Value $ 15,256,501
EP Wealth Advisors, Inc. reports 31.25% decrease in ownership of MCK / McKesson Corporation

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 17,630 shares of McKesson Corporation (MX:MCK) valued at $15,256,501 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 25,643 shares of McKesson Corporation. This represents a change in shares of -31.25% 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 17,630 -8,013 -31.25 15,257 -27.47 0.0749
2026-02-18 2025-12-31 13F MCKESSON COM 58155Q103 25,643 -638 -2.43 21,035 9.23 0.1093
2025-08-14 2025-06-30 13F MCKESSON COM 58155Q103 26,281 -221 -0.83 19,258 7.97 0.1266
2025-05-15 2025-03-31 13F MCKESSON COM 58155Q103 26,502 377 1.44 17,835 19.79 0.1425
2025-02-14 2024-12-31 13F MCKESSON COM 58155Q103 26,125 1,867 7.70 14,889 24.13 0.1215
2024-11-15 2024-09-30 13F MCKESSON COM 58155Q103 24,258 4,804 24.69 11,994 5.57 0.1031
2024-08-19 2024-06-30 13F MCKESSON COM 58155Q103 19,454 -16 -0.08 11,362 8.70 0.1207
2024-05-14 2024-03-31 13F MCKESSON COM 58155Q103 19,470 204 1.06 10,453 17.19 0.1222
2024-02-28 2023-12-31 13F MCKESSON COM 58155Q103 19,266 -1,293 -6.29 8,920 -0.23 0.1138
2023-11-24 2023-09-30 13F MCKESSON COM 58155Q103 20,559 -11,525 -35.92 8,940 1.33 0.1387
2023-08-14 2023-06-30 13F MCKESSON COM 58155Q103 32,084 23,076 256.17 8,823 1,070.16 0.1272
2023-06-05 2023-03-31 13F MCKESSON COM 58155Q103 9,008 -13,196 -59.43 755 -90.95 0.0130
2023-06-12 2022-12-31 13F MCKESSON COM 58155Q103 22,204 -146 -0.65 8,329 9.65 0.1501
2022-12-02 2022-09-30 13F MCKESSON COM 58155Q103 22,350 14,232 175.31 7,596 186.86 0.1723
2022-08-11 2022-06-30 13F MCKESSON COM 58155Q103 8,118 -26 -0.32 2,648 6.22 0.0596
2022-05-20 2022-03-31 13F MCKESSON COM 58155Q103 8,144 -31 -0.38 2,493 22.69 0.0547
2022-02-17 2021-12-31 13F MCKESSON COM 58155Q103 8,175 122 1.51 2,032 26.53 0.0480
2021-11-23 2021-09-30 13F/A-1 MCKESSON COM 58155Q103 8,053 -3,121 -27.93 1,606 -24.85 0.0440
2021-11-16 2021-09-30 13F MCKESSON COM 58155Q103 10,050 -1,124 1,606 0.0440
2021-08-24 2021-06-30 13F MCKESSON COM 58155Q103 11,174 -1,194 -9.65 2,137 -11.40 0.0592
2021-05-17 2021-03-31 13F MCKESSON COM 58155Q103 12,368 12,368 2,412 0.0767
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.