Position in MCK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,033,319
-$608,625 QoQ
Shares Held
2,691
-11.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#773
of 1,991 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 98%
Common Shares in MCK Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $5,062,419 across 3 Medical Distribution names. MCK ranks #2 (40.2% of the industry book) .
All Filings in MCK
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,033,319 | 2,691 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $2,641,944 | 3,053 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,936,638 | 3,580 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,098,218 | 2,716 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,330,973 | 3,181 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,347,998 | 2,003 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,468,658 | 2,577 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,324,551 | 2,679 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,343,752 | 4,013 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,349,792 | 4,377 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,524,130 | 3,292 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $119,583 | 275 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $108,964 | 255 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $92,929 | 261 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $92,654 | 247 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $83,947 | 247 | Shares | Other | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||