Position in MCK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$503,229
-$93,004 QoQ
Shares Held
666
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,244
of 1,991 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCK Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $2,753,407 across 3 Medical Distribution names. MCK ranks #2 (18.3% of the industry book) .
All Filings in MCK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,229 | 666 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $596,233 | 689 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $616,037 | 751 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $570,134 | 738 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $533,463 | 728 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $409,177 | 608 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $344,225 | 604 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $299,618 | 606 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $349,839 | 599 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $311,373 | 580 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $269,454 | 582 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $252,213 | 580 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $245,703 | 575 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $205,440 | 577 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $217,569 | 580 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||