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Disclosery

Holistic Financial Partners: MCK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Holistic Financial Partners on MCK, newest first. How the timeline and the estimate are built.

Holistic Financial Partners held 329 MCK shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 329 shares
    Change vs previous 13F -65 shares

    0.15% of the 13F portfolio, value $248,593.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 394 shares
    Change vs previous 13F +30 shares

    0.13% of the 13F portfolio, value $340,952.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 364 shares
    Change vs previous 13F +5 shares

    0.11% of the 13F portfolio, value $298,586.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 359 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $277,342.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 359 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $263,069.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 357 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $240,258.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 356 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $202,888.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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