Position in MCK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,275,111
-$93,378 QoQ
Shares Held
3,011
+10.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#745
of 1,991 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $3,523,860 across 4 Medical Distribution names. MCK ranks #1 (64.6% of the industry book) .
All Filings in MCK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,275,111 | 3,011 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $2,368,489 | 2,737 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,131,113 | 2,598 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,040,611 | 1,347 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $894,724 | 1,221 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $784,706 | 1,166 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $610,943 | 1,072 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $424,706 | 859 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $708,440 | 1,213 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $619,524 | 1,154 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $519,463 | 1,122 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||