Position in MCK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$391,400
-$56,856 QoQ
Shares Held
518
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,374
of 2,002 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCK Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026Heritage Wealth Advisors holds $632,085 across 4 Medical Distribution names. MCK ranks #1 (61.9% of the industry book) .
All Filings in MCK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,400 | 518 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $448,256 | 518 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $424,910 | 518 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $400,175 | 518 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $379,580 | 518 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $483,879 | 719 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $410,905 | 721 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $429,650 | 869 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $296,692 | 508 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $272,719 | 508 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $235,193 | 508 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $220,903 | 508 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $217,073 | 508 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $180,873 | 508 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $190,560 | 508 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $172,653 | 508 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $165,714 | 508 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $155,514 | 508 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $126,273 | 508 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $101,285 | 508 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $97,149 | 508 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $99,080 | 508 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $88,351 | 508 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $75,656 | 508 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $77,937 | 508 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $68,712 | 508 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||