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EP Wealth Advisors, LLC: MCK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on MCK, newest first. How the timeline and the estimate are built.

EP Wealth Advisors, LLC held 18,168 MCK shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,168 shares
    Change vs previous 13F +538 shares

    0.05% of the 13F portfolio, value $13,727,561.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,630 shares
    Change vs previous 13F -8,013 shares

    0.08% of the 13F portfolio, value $15,256,501.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,643 shares
    Change vs previous 13F -638 shares

    0.11% of the 13F portfolio, value $21,034,921.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 26,281 shares
    Change vs previous 13F -221 shares

    0.13% of the 13F portfolio, value $19,257,896.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 26,502 shares
    Change vs previous 13F +377 shares

    0.14% of the 13F portfolio, value $17,835,455.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 26,125 shares
    Change vs previous 13F +1,867 shares

    0.12% of the 13F portfolio, value $14,888,910.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 24,258 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,994,029.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).