Institute for Wealth Management, LLC.

Position in MCK — Mckesson Corp

CIK 1533954 DENVER, CO

Position in MCK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$904,453

-$138,305 QoQ

Shares Held

1,197

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,027

of 1,991 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $3,212,298 across 4 Medical Distribution names. MCK ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COR	Cencora, Inc.	7,778	$2,201,018
2	MCK	Mckesson Corp This page	1,197	$904,453
3	CAH	Cardinal Health Inc	385	$91,460
4	HSIC	Henry Schein Inc	184	$15,367

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$904,453	1,197	-0.7%	Shares	Sole	2026-07-28
2026-03-31	$1,042,758	1,205	0.0%	Shares	Sole	2026-05-14
2025-12-31	$988,449	1,205	-0.5%	Shares	Sole	2026-01-27
2025-09-30	$935,545	1,211	0.0%	Shares	Sole	2025-10-17
2025-06-30	$887,396	1,211	0.0%	Shares	Sole	2025-07-18
2025-03-31	$814,990	1,211	-0.4%	Shares	Sole	2025-04-21
2024-12-31	$693,010	1,216	0.0%	Shares	Sole	2025-01-23
2024-09-30	$601,214	1,216	0.0%	Shares	Sole	2024-11-12
2024-06-30	$710,192	1,216	-0.5%	Shares	Sole	2024-07-25
2024-03-31	$656,030	1,222	+12.8%	Shares	Sole	2024-04-30
2023-12-31	$501,407	1,083	0.0%	Shares	Sole	2024-01-31
2023-09-30	$470,942	1,083	-0.3%	Shares	Sole	2023-10-13
2023-06-30	$464,058	1,086	-1.5%	Shares	Sole	2023-07-25
2023-03-31	$392,723	1,103	0.0%	Shares	Sole	2023-04-20
2022-12-31	$413,757	1,103	0.0%	Shares	Sole	2023-02-02
2022-09-30	$374,876	1,103	+1.6%	Shares	Sole	2022-10-18
2022-06-30	$354,264	1,086	0.0%	Shares	Sole	2022-07-25
2022-03-31	$332,457	1,086	0.0%	Shares	Sole	2022-04-29
2021-12-31	$269,947	1,086	0.0%	Shares	Sole	2022-01-21
2021-09-30	$216,526	1,086	0.0%	Shares	Sole	2021-11-15
2021-06-30	$207,686	1,086	0.0%	Shares	Sole	2021-07-21
2021-03-31	$211,813	1,086	—	Shares	Sole	2021-05-04
No filing history on record for this holder in this stock.