Position in MCK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,391,815
-$278,329 QoQ
Shares Held
1,842
-4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#876
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $1,491,694 across 3 Medical Distribution names. MCK ranks #1 (93.3% of the industry book) .
All Filings in MCK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,391,815 | 1,842 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,670,144 | 1,930 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,585,620 | 1,933 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,563,620 | 2,024 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,484,612 | 2,026 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $1,393,089 | 2,070 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,201,940 | 2,109 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $1,756,674 | 3,553 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,697,220 | 2,906 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $1,342,125 | 2,500 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $939,386 | 2,029 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $636,185 | 1,463 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $125,629 | 294 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $90,436 | 254 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $17,630 | 47 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $15,973 | 47 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $15,331 | 47 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $14,388 | 47 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $11,682 | 47 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $9,370 | 47 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $22,375 | 117 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $22,819 | 117 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $20,348 | 117 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $17,424 | 117 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $17,950 | 117 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $15,825 | 117 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||