Position in MCK
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$50,190
+$2,614 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $65,947 across 3 Medical Distribution names. MCK ranks #1 (76.1% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,190 | 58 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $47,576 | 58 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $25,493 | 33 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $24,181 | 33 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $22,208 | 33 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $13,107 | 23 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $11,371 | 23 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,432 | 23 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $12,347 | 23 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $10,648 | 23 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,001 | 23 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||