MCK D MCKSN CORP COM

Ownership history in BURNEY CO/  ·  82 quarters on record

AI Ownership Summary

BURNEY CO/ reported D MCKSN CORP COM (MCK) in 82 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.51% in 2025 Q2. The latest visible filing shows MCK at 1.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURNEY CO/'s position in D MCKSN CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MCK was reported at 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.51% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BURNEY CO/ held MCK — position size vs. price
% of Fund (quarterly)    MCK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 56,356 -2,766 -4.7% 1.44% $46.2M 2026-02-14 (Est.) $933.97
2025 Q3 REDUCED 59,122 -1,847 -3.0% 1.45% $45.7M 2025-10-16 $774.08
2025 Q2 REDUCED 60,969 -753 -1.2% 1.51% $44.7M 2025-08-05 $707.40
2025 Q1 REDUCED 61,722 -392 -0.6% 1.51% $41.5M 2025-05-06 $708.27
2024 Q4 REDUCED 62,114 -4,284 -6.5% 1.25% $35.4M 2025-01-14 $590.74
2024 Q3 ADDED 66,398 +3,082 +4.9% 1.17% $32.8M 2024-10-18 $506.06
2024 Q2 REDUCED 63,316 -901 -1.4% 1.41% $37.0M 2024-07-29 $602.20
2024 Q1 REDUCED 64,217 -1,040 -1.6% 1.31% $34.5M 2024-05-22 $552.63
2023 Q4 REDUCED 65,257 -248 -0.4% 1.27% $30.2M 2024-02-12 $489.69
73 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BURNEY CO/ and MCK

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURNEY CO/ reported owning MCK?

BURNEY CO/ reported MCK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCK position in BURNEY CO/'s portfolio?

The largest reported portfolio weight for MCK was 1.51% in 2025 Q2.

What is the latest reported MCK position on this page?

The most recent filing on this page is 2025 Q4, when BURNEY CO/ reported 56,356 shares, equal to 1.44% of portfolio, with an estimated market value of $46.2M.

What does the chart on this MCK ownership page compare?

The chart compares BURNEY CO/'s quarterly MCK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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