Position in MCK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$124,674
-$18,110 QoQ
Shares Held
165
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,717
of 1,955 holders
Holding Since
Dec 2020
19 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, 2026SOA Wealth Advisors, LLC. holds $1,363,851 across 4 Medical Distribution names. MCK ranks #2 (9.1% of the industry book) .
All Filings in MCK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,674 | 165 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $142,784 | 165 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $135,347 | 165 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $127,469 | 165 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $120,908 | 165 | Shares | Sole | 2025-07-18 | |
| 2024-03-31 | $1,073 | 2 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $925 | 2 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $869 | 2 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $854 | 2 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $712 | 2 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $750 | 2 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $679 | 2 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,631 | 5 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $57,552 | 188 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $46,731 | 188 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $37,483 | 188 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $35,188 | 184 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $22,429 | 115 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $19,826 | 114 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||