Position in MCK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$50,616
-$199,472 QoQ
Shares Held
67
-76.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,818
of 1,991 holders
Holding Since
Sep 2024
4 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 Jun 30, 2026Ascentis Wealth Management, LLC holds $1,765,368 across 3 Medical Distribution names. MCK ranks #2 (2.9% of the industry book) .
All Filings in MCK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,616 | 67 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $250,088 | 289 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $177,171 | 216 | Shares | Sole | 2026-01-14 | |
| 2024-09-30 | $39,551 | 80 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||