Position in MCK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$78,909,582
+$4,294,364 QoQ
Shares Held
91,187
+0.2% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 61.50730566328132.ToString("F0")%
Shared 0.ToString("F0")%
None 38.49269433671868.ToString("F0")%
Common Shares in MCK Over Time
Shares Held
Position Value (USD)
Derivatives in MCK
reported options exposure · as of Dec 31, 2024CallValue
$56,991
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Distribution
Healthcare · as of Mar 31, 2026Focus Partners Wealth holds $152,958,963 across 4 Medical Distribution names. MCK ranks #1 (51.6% of the industry book) .
All Filings in MCK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,909,582 | 91,187 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $74,615,218 | 90,962 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $52,672,549 | 68,181 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $46,050,826 | 62,844 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $48,157,818 | 71,558 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $56,991 | 100 | Call | Sole | 2025-05-29 | |
| 2024-12-31 | $39,485,644 | 69,284 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $27,927,313 | 56,485 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $34,401,708 | 58,903 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $30,804,453 | 57,380 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $20,607,702 | 44,511 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||