Position in MCK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$237,258
-$716 QoQ
Shares Held
314
+14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,632
of 1,991 holders
Holding Since
Mar 2026
2 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, 2026Independence Wealth Advisors, LLC holds $719,738 across 2 Medical Distribution names. MCK ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COR |
Cencora, Inc.
|
1,705 | $482,480 | |
| 2 | MCK |
Mckesson Corp
This page
|
314 | $237,258 |
All Filings in MCK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,258 | 314 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $237,974 | 275 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||