Position in MCK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$58,181
-$42,714 QoQ
Shares Held
77
-37.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,809
of 1,991 holders
Holding Since
Mar 2023
13 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, 2026Cape Investment Advisory, Inc. holds $827,028 across 3 Medical Distribution names. MCK ranks #3 (7.0% 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 | $58,181 | 77 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $100,895 | 123 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $84,978 | 110 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $87,933 | 120 | Shares | Defined | 2025-08-19 | |
| 2025-03-31 | $82,104 | 122 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $58,130 | 102 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $46,475 | 94 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $33,874 | 58 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $22,547 | 42 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $20,834 | 45 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $17,828 | 41 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $35,039 | 82 | Shares | Defined | 2023-10-12 | |
| 2023-03-31 | $25,635 | 72 | Shares | Defined | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||