Position in MCK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,011,407
-$313,815 QoQ
Shares Held
2,662
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#777
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in MCK Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,767,435 across 3 Medical Distribution names. MCK ranks #1 (53.4% 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 | $2,011,407 | 2,662 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,325,222 | 2,687 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,070,411 | 2,524 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,833,237 | 2,373 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,559,355 | 2,128 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,430,776 | 2,126 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,132,411 | 1,987 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,038,776 | 2,101 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,232,324 | 2,110 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,335,145 | 2,487 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,130,597 | 2,442 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,639,384 | 3,770 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,634,460 | 3,825 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,349,073 | 3,789 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $1,429,582 | 3,811 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,095,401 | 3,223 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $833,466 | 2,555 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,247,173 | 4,074 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $1,437,728 | 5,784 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,204,653 | 6,042 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $1,156,237 | 6,046 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $1,468,261 | 7,528 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $1,508,929 | 8,676 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,000 | 11,553 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $1,788,110 | 11,655 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $1,570,639 | 11,612 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||