麥克森公司
MX ˙ BMV ˙ US58155Q1031
SecurityMX:MCK / McKesson Corporation
InstitutionChannel Wealth Llc
Latest Disclosed Ownership2,331 shares
Latest Disclosed Value $ 2,017,154
Channel Wealth Llc reports 20.09% decrease in ownership of MCK / McKesson Corporation

On May 12, 2026 - Channel Wealth Llc filed a 13F-HR form disclosing ownership of 2,331 shares of McKesson Corporation (MX:MCK) valued at $2,017,154 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 2,917 shares of McKesson Corporation. This represents a change in shares of -20.09% 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)
2026-05-12 2026-03-31 13F MCKESSON COM 58155Q103 2,331 -586 -20.09 2,017 -15.68 0.4886
2026-02-03 2025-12-31 13F MCKESSON COM 58155Q103 2,917 704 31.81 2,393 39.96 0.6058
2025-10-07 2025-09-30 13F MCKESSON COM 58155Q103 2,213 39 1.79 1,710 7.28 0.4573
2025-07-09 2025-06-30 13F MCKESSON COM 58155Q103 2,174 -2,031 -48.30 1,593 -43.69 0.4505
2025-04-10 2025-03-31 13F MCKESSON COM 58155Q103 4,205 -2,532 -37.58 2,830 -26.31 0.8796
2025-01-15 2024-12-31 13F MCKESSON COM 58155Q103 6,737 -2,445 -26.63 3,839 -15.42 1.2508
2024-10-31 2024-09-30 13F MCKESSON COM 58155Q103 9,182 1,671 22.25 4,540 3.49 1.4954
2024-08-05 2024-06-30 13F MCKESSON COM 58155Q103 7,511 1,573 26.49 4,387 37.62 1.5898
2024-04-12 2024-03-31 13F MCKESSON COM 58155Q103 5,938 2,975 100.40 3,188 132.46 1.2815
2024-01-08 2023-12-31 13F MCKESSON COM 58155Q103 2,963 2,963 1,372 0.6475
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.