Position in MCK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,578,167
-$2,618,152 QoQ
Shares Held
6,059
-27.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#552
of 1,991 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, 2026AE Wealth Management LLC holds $23,529,013 across 3 Medical Distribution names. MCK ranks #3 (19.5% 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 | $4,578,167 | 6,059 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $7,196,319 | 8,316 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,234,255 | 6,381 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $4,659,180 | 6,031 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $4,062,524 | 5,544 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $3,876,413 | 5,760 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $3,128,230 | 5,489 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,823,629 | 5,711 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,643,700 | 7,951 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $3,078,296 | 5,734 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $8,838,288 | 19,090 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,342,287 | 14,585 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,678,427 | 15,629 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,979,426 | 8,368 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,731,693 | 9,948 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,300,375 | 12,653 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,668,071 | 8,179 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $667,669 | 2,181 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $513,545 | 2,066 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $349,712 | 1,754 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $513,096 | 2,683 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $559,179 | 2,867 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $488,367 | 2,808 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $426,386 | 2,863 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $519,786 | 3,388 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,389,390 | 10,272 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||