Confluence Wealth Services, Inc.

Position in MCK — Mckesson Corp

CIK 1910411 MCMURRAY, PA

Position in MCK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,376,362

-$268,178 QoQ

Shares Held

3,145

+2.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#729

of 1,991 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $4,836,361 across 3 Medical Distribution names. MCK ranks #1 (49.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCK	Mckesson Corp This page	3,145	$2,376,362
2	CAH	Cardinal Health Inc	9,257	$2,199,092
3	COR	Cencora, Inc.	922	$260,907

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,376,362	3,145	+2.9%	Shares	Sole	2026-07-22
2026-03-31	$2,644,540	3,056	-2.7%	Shares	Sole	2026-05-07
2025-12-31	$2,577,351	3,142	+1.5%	Shares	Sole	2026-01-28
2025-09-30	$2,391,011	3,095	0.0%	Shares	Sole	2025-10-28
2025-06-30	$2,267,954	3,095	-1.2%	Shares	Sole	2025-07-22
2025-03-31	$2,109,150	3,134	0.0%	Shares	Sole	2025-04-24
2024-12-31	$1,786,097	3,134	-4.7%	Shares	Sole	2025-01-27
2024-09-30	$1,626,147	3,289	-0.5%	Shares	Sole	2024-10-29
2024-06-30	$1,929,668	3,304	+11.4%	Shares	Sole	2024-07-31
2024-03-31	$1,592,297	2,966	-0.2%	Shares	Sole	2024-04-22
2023-12-31	$1,375,976	2,972	0.0%	Shares	Sole	2024-01-25
2023-09-30	$1,292,374	2,972	+0.2%	Shares	Sole	2023-11-01
2023-06-30	$1,266,974	2,965	-0.3%	Shares	Sole	2023-08-01
2023-03-31	$1,059,248	2,975	0.0%	Shares	Sole	2023-05-12
2022-12-31	$1,115,982	2,975	0.0%	Shares	Sole	2023-02-10
2022-09-30	$1,011,113	2,975	-2.4%	Shares	Sole	2022-11-08
2022-06-30	$994,288	3,048	+2.0%	Shares	Sole	2022-08-15
2022-03-31	$915,022	2,989	-0.1%	Shares	Sole	2022-04-26
2021-12-31	$743,721	2,992	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.