Position in MCK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,476,101
-$359,683 QoQ
Shares Held
3,277
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#708
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, 2026Center for Financial Planning, Inc. holds $2,785,472 across 3 Medical Distribution names. MCK ranks #1 (88.9% 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 | $2,476,101 | 3,277 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,835,784 | 3,277 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,688,090 | 3,277 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,531,613 | 3,277 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,401,320 | 3,277 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,185,871 | 3,248 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,851,067 | 3,248 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,605,876 | 3,248 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,972,303 | 3,377 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,812,942 | 3,377 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,563,483 | 3,377 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,759,837 | 4,047 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,743,424 | 4,080 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,452,684 | 4,080 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,530,489 | 4,080 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,611,323 | 4,741 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,558,305 | 4,777 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,462,383 | 4,777 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,187,418 | 4,777 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $952,438 | 4,777 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $871,098 | 4,555 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $888,407 | 4,555 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $792,205 | 4,555 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $678,376 | 4,555 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $698,828 | 4,555 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $616,109 | 4,555 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||