J.W. COLE ADVISORS, INC.

Position in MCK — Mckesson Corp

CIK 1404763 TAMPA, FL

Position in MCK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$4,048,504

-$501,558 QoQ

Shares Held

5,358

+1.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#584

of 1,991 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $8,908,089 across 3 Medical Distribution names. MCK ranks #1 (45.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCK	Mckesson Corp This page	5,358	$4,048,504
2	CAH	Cardinal Health Inc	12,617	$2,997,294
3	COR	Cencora, Inc.	6,581	$1,862,291

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,048,504	5,358	+1.9%	Shares	Sole	2026-07-21
2026-03-31	$4,550,062	5,258	+0.9%	Shares	Sole	2026-04-23
2025-12-31	$4,272,890	5,209	+2.4%	Shares	Sole	2026-02-11
2025-09-30	$3,931,456	5,089	+35.3%	Shares	Sole	2025-11-05
2025-06-30	$2,755,252	3,760	+6.7%	Shares	Sole	2025-08-12
2025-03-31	$2,371,616	3,524	+320.0%	Shares	Sole	2025-05-05
2024-12-31	$478,154	839	-8.9%	Shares	Sole	2025-01-31
2024-09-30	$455,360	921	-18.3%	Shares	Sole	2024-10-24
2024-06-30	$658,213	1,127	-22.9%	Shares	Sole	2024-08-08
2024-03-31	$784,337	1,461	+17.5%	Shares	Sole	2024-04-30
2023-12-31	$575,484	1,243	+0.5%	Shares	Sole	2024-01-31
2023-09-30	$537,909	1,237	-1.2%	Shares	Sole	2023-10-24
2023-06-30	$534,992	1,252	-0.4%	Shares	Sole	2023-07-27
2023-03-31	$447,554	1,257	+7.3%	Shares	Sole	2023-05-03
2022-12-31	$439,640	1,172	-5.5%	Shares	Sole	2023-02-14
2022-09-30	$421,438	1,240	-9.9%	Shares	Sole	2022-10-31
2022-06-30	$449,191	1,377	+27.3%	Shares	Sole	2022-07-27
2022-03-31	$331,232	1,082	-11.7%	Shares	Sole	2022-06-10
2021-12-31	$304,498	1,225	-10.6%	Shares	Sole	2022-01-25
2021-09-30	$273,150	1,370	+11.8%	Shares	Sole	2021-10-26
2021-06-30	$234,269	1,225	+0.6%	Shares	Sole	2021-08-06
2021-03-31	$237,558	1,218	+5.4%	Shares	Sole	2021-04-28
2020-12-31	$201,051	1,156	-41.0%	Shares	Sole	2021-02-12
2020-09-30	$291,604	1,958	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.