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Disclosery

Concord Wealth Partners: MCK position timeline

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

Concord Wealth Partners held 198 MCK shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198 shares
    Change vs previous 13F -7,087 shares

    0.02% of the 13F portfolio, value $149,609.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 198 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  2. period ended2026-03-31
    13F 7,285 shares
    Change vs previous 13F -362 shares

    0.46% of the 13F portfolio, value $6,304,155.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,664 shares
    • Concord Asset Management, LLC/VA: 3,621 shares

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

  3. period ended2025-12-31
    13F 7,647 shares
    Change vs previous 13F +125 shares

    0.47% of the 13F portfolio, value $6,272,763.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,852 shares
    • Concord Asset Management, LLC/VA: 3,795 shares

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

  4. period ended2025-09-30
    13F 7,522 shares
    Change vs previous 13F +384 shares

    0.46% of the 13F portfolio, value $5,811,054.

    13F-HR 0002031885-25-000006 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,740 shares
    • Concord Asset Management, LLC/VA: 3,782 shares

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

  5. period ended2025-06-30
    13F 7,138 shares
    Change vs previous 13F -2,380 shares

    0.39% of the 13F portfolio, value $5,230,590.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,569 shares
    • Concord Asset Management, LLC/VA: 3,569 shares

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

  6. period ended2025-03-31
    13F 9,518 shares
    Change vs previous 13F +9,371 shares

    0.61% of the 13F portfolio, value $6,492,272.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,019 shares
    • Concord Asset Management, LLC/VA: 4,499 shares

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

  7. period ended2024-12-31
    13F 147 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $83,962.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    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 148 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $73,305.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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