Position in MCK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$88,405
-$12,842 QoQ
Shares Held
117
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,776
of 1,991 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $115,250 across 5 Medical Distribution names. MCK ranks #1 (76.7% of the industry book) .
All Filings in MCK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,405 | 117 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $101,247 | 117 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $91,052 | 111 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $86,524 | 112 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $89,399 | 122 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $78,739 | 117 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $96,884 | 170 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,405 | 17 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,920 | 5 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,147 | 4 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $925 | 2 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $869 | 2 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $854 | 2 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,068 | 3 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,125 | 3 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||