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Disclosery

Trajan Wealth LLC: MCK position timeline

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

Trajan Wealth LLC held 11,589 MCK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,589 shares
    Change vs previous 13F -176 shares

    0.33% of the 13F portfolio, value $8,756,829.

    13F-HR 0001934415-26-000005 filed by Trajan Wealth 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 11,765 shares
    Change vs previous 13F -470 shares

    0.41% of the 13F portfolio, value $10,181,168.

    13F-HR 0001934415-26-000004 filed by Trajan Wealth 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 12,235 shares
    Change vs previous 13F -483 shares

    0.42% of the 13F portfolio, value $10,036,403.

    13F-HR 0001934415-26-000001 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,718 shares
    Change vs previous 13F -938 shares

    0.42% of the 13F portfolio, value $9,825,489.

    13F-HR 0001934415-25-000005 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,656 shares
    Change vs previous 13F -680 shares

    0.49% of the 13F portfolio, value $10,007,132.

    13F-HR 0001934415-25-000004 filed by Trajan Wealth LLC
    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 14,336 shares
    Change vs previous 13F +704 shares

    0.53% of the 13F portfolio, value $9,648,225.

    13F-HR 0001085146-25-002998 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 13,632 shares
    Change vs previous 13F +1,384 shares

    0.43% of the 13F portfolio, value $7,768,752.

    13F-HR 0001934415-25-000002 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,248 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $6,055,893.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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