Position in MCK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$575,011
-$164,006 QoQ
Shares Held
761
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,188
of 1,991 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCK Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $1,349,659 across 3 Medical Distribution names. MCK ranks #1 (42.6% of the industry book) .
All Filings in MCK
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,011 | 761 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $739,017 | 854 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $669,356 | 816 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $556,228 | 720 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $506,350 | 691 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $374,182 | 556 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $318,009 | 558 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $245,232 | 496 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $307,205 | 526 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $266,277 | 496 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $231,490 | 500 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $212,206 | 488 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $218,355 | 511 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||