麥克森公司
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionBeacon Pointe Advisors, LLC
Latest Disclosed Ownership16,141 shares
Latest Disclosed Value $ 13,967,534
Beacon Pointe Advisors, LLC reports 6.37% increase in ownership of MCK / McKesson Corporation

On May 15, 2026 - Beacon Pointe Advisors, LLC filed a 13F-HR form disclosing ownership of 16,141 shares of McKesson Corporation (MX:MCK) valued at $13,967,534 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 15,174 shares of McKesson Corporation. This represents a change in shares of 6.37% 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)
2026-05-15 2026-03-31 13F MCKESSON COM 58155Q103 16,141 967 6.37 13,968 12.22 0.0739
2026-02-18 2025-12-31 13F MCKESSON COM 58155Q103 15,174 796 5.54 12,447 12.06 0.0873
2025-11-14 2025-09-30 13F MCKESSON COM 58155Q103 14,378 1,090 8.20 11,107 14.07 0.0941
2025-08-13 2025-06-30 13F MCKESSON COM 58155Q103 13,288 281 2.16 9,737 11.24 0.1016
2025-05-13 2025-03-31 13F MCKESSON COM 58155Q103 13,007 242 1.90 8,754 20.33 0.0983
2025-02-14 2024-12-31 13F MCKESSON COM 58155Q103 12,765 -857 -6.29 7,275 8.02 0.0806
2024-11-14 2024-09-30 13F MCKESSON COM 58155Q103 13,622 27 0.20 6,735 -15.18 0.0776
2024-08-12 2024-06-30 13F MCKESSON COM 58155Q103 13,595 -209 -1.51 7,940 7.14 0.0939
2024-05-14 2024-03-31 13F MCKESSON COM 58155Q103 13,804 10,622 333.82 7,410 403.05 0.0824
2024-02-08 2023-12-31 13F MCKESSON COM 58155Q103 3,182 -1,305 -29.08 1,473 -24.46 0.0176
2023-11-14 2023-09-30 13F MCKESSON COM 58155Q103 4,487 144 3.32 1,951 5.12 0.0243
2023-08-14 2023-06-30 13F MCKESSON COM 58155Q103 4,343 1,649 61.21 1,856 93.43 0.0303
2023-05-12 2023-03-31 13F MCKESSON COM 58155Q103 2,694 -74 -2.67 959 -7.61 0.0163
2023-02-14 2022-12-31 13F MCKESSON COM 58155Q103 2,768 76 2.82 1,038 13.44 0.0201
2022-11-09 2022-09-30 13F MCKESSON COM 58155Q103 2,692 151 5.94 915 10.24 0.0205
2022-08-11 2022-06-30 13F MCKESSON COM 58155Q103 2,541 -303 -10.65 830 -4.71 0.0175
2022-05-17 2022-03-31 13F MCKESSON COM 58155Q103 2,844 1,812 175.58 871 238.91 0.0119
2022-02-14 2021-12-31 13F MCKESSON COM 58155Q103 1,032 -200 -16.23 257 4.47 0.0067
2021-11-15 2021-09-30 13F MCKESSON COM 58155Q103 1,232 -100 -7.51 246 -3.53 0.0061
2021-08-17 2021-06-30 13F MCKESSON COM 58155Q103 1,332 1,332 255 0.0090
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.