Position in MKC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$508,536
+$302,761 QoQ
Shares Held
10,086
+303.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#516
of 958 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MKC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026EADS & HEALD WEALTH MANAGEMENT holds $1,427,753 across 3 Packaged Foods names. MKC ranks #2 (35.6% of the industry book) .
All Filings in MKC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,536 | 10,086 | Shares | Sole | 2026-07-31 | |
| 2025-03-31 | $205,775 | 2,500 | Shares | Sole | 2025-04-25 | |
| 2024-09-30 | $209,042 | 2,540 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $236,939 | 3,340 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $253,626 | 3,302 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $247,133 | 3,612 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $361,407 | 4,778 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $416,784 | 4,778 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $398,575 | 4,790 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $426,054 | 5,140 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $366,327 | 5,140 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $425,657 | 5,113 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $496,804 | 4,978 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $484,788 | 5,018 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $385,540 | 4,758 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $369,000 | 4,178 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $379,197 | 4,253 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $397,026 | 4,153 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $409,356 | 2,109 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $492,301 | 2,744 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $432,667 | 3,064 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||