Position in MCK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,727,740
-$1,528,556 QoQ
Shares Held
18,168
+3.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#346
of 1,991 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in MCK Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $15,330,082 across 2 Medical Distribution names. MCK ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCK |
Mckesson Corp
This page
|
18,168 | $13,727,740 | |
| 2 | CAH |
Cardinal Health Inc
|
6,745 | $1,602,342 |
All Filings in MCK
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,727,740 | 18,168 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,256,296 | 17,630 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $21,034,696 | 25,643 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $19,258,191 | 26,281 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,835,580 | 26,502 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,888,898 | 26,125 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,993,640 | 24,258 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $11,361,914 | 19,454 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $10,452,469 | 19,470 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,919,772 | 19,266 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $8,940,081 | 20,559 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $13,709,814 | 32,084 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,207,298 | 9,008 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $8,329,164 | 22,204 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $7,596,094 | 22,350 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $2,648,172 | 8,118 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,493,122 | 8,144 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,032,059 | 8,175 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,605,607 | 8,053 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $2,136,915 | 11,174 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $2,412,254 | 12,368 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||