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Kestra Advisory Services, LLC: MCK position timeline

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

Kestra Advisory Services, LLC held 29,887 MCK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,887 shares
    Change vs previous 13F +10,048 shares

    0.05% of the 13F portfolio, value $22,582,922.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,319 shares
    • Kestra Advisory Services, LLC: 26,972 shares
    • Kestra Investment Management, LLC: 596 shares

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

  2. period ended2026-03-31
    13F 19,839 shares
    Change vs previous 13F -1,460 shares

    0.05% of the 13F portfolio, value $17,168,616.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,919 shares
    • Kestra Advisory Services, LLC: 16,920 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 21,299 shares
    Change vs previous 13F +4,130 shares

    0.05% of the 13F portfolio, value $17,471,253.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,213 shares
    • Kestra Advisory Services, LLC: 15,862 shares
    • Kestra Investment Management, LLC: 2,224 shares

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

  4. period ended2025-09-30
    13F 17,169 shares
    Change vs previous 13F +4,468 shares

    0.04% of the 13F portfolio, value $13,263,954.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,330 shares
    • Kestra Advisory Services, LLC: 12,702 shares
    • Kestra Investment Management, LLC: 2,137 shares

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

  5. period ended2025-06-30
    13F/A 12,701 shares
    Change vs previous 13F +1,037 shares

    0.03% of the 13F portfolio, value $9,306,828.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,422 shares
    • Kestra Advisory Services, LLC: 8,740 shares
    • Kestra Investment Management, LLC: 539 shares

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

  6. period ended2025-03-31
    13F/A 11,664 shares
    Change vs previous 13F -1,416 shares

    0.03% of the 13F portfolio, value $7,849,755.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,855 shares
    • Kestra Advisory Services, LLC: 7,762 shares
    • Kestra Investment Management, LLC: 47 shares

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

  7. period ended2024-12-31
    13F 13,080 shares
    Change vs previous 13F -12,177 shares

    0.03% of the 13F portfolio, value $7,454,423.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,578 shares
    • Kestra Advisory Services, LLC: 8,405 shares
    • Kestra Investment Management, LLC: 97 shares

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

  8. period ended2024-09-30
    13F 25,257 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $12,487,543.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,259 shares
    • Kestra Advisory Services, LLC: 20,998 shares

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