Position in MCK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,892,851
-$2,060,825 QoQ
Shares Held
5,152
-25.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#595
of 1,991 holders
Holding Since
Mar 2022
18 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, 2026CreativeOne Wealth, LLC holds $5,651,483 across 3 Medical Distribution names. MCK ranks #1 (68.9% of the industry book) .
All Filings in MCK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,892,851 | 5,152 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $5,953,676 | 6,880 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,177,670 | 6,312 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,265,632 | 6,816 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $5,498,780 | 7,504 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $5,871,836 | 8,725 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $5,511,029 | 9,670 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,269,599 | 6,613 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $3,649,665 | 6,249 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,375,712 | 6,288 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $518,073 | 1,119 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $321,357 | 747 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $348 | 933 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $321,512 | 903 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $250,205 | 667 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $234,510 | 690 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $289,348 | 887 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $229,291 | 749 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||