Position in MCK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$863,650
+$28,578 QoQ
Shares Held
1,143
+18.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,044
of 1,991 holders
Holding Since
Dec 2025
3 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $4,334,541 across 4 Medical Distribution names. MCK ranks #2 (19.9% of the industry book) .
All Filings in MCK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,650 | 1,143 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $835,072 | 965 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $287,921 | 351 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||