Position in MCK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$853,071
+$49,154 QoQ
Shares Held
1,129
+21.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,050
of 1,991 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in MCK Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $1,920,272 across 3 Medical Distribution names. MCK ranks #1 (44.4% of the industry book) .
All Filings in MCK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $853,071 | 1,129 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $803,917 | 929 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $691,502 | 843 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $624,982 | 809 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $615,533 | 840 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $545,119 | 810 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $445,098 | 781 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $218,037 | 441 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||