Position in MKC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$10,489,199
-$4,995,609 QoQ
Shares Held
207,954
-8.5% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 20.196774286621082.ToString("F0")%
Shared 0.ToString("F0")%
None 79.80322571337892.ToString("F0")%
Common Shares in MKC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026LPL Financial LLC holds $150,277,720 across 26 Packaged Foods names. MKC ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
1,577,889 | $35,486,723 | |
| 2 | GIS |
General Mills Inc
|
844,436 | $31,429,907 | |
| 3 | LW |
Lamb Weston Holdings, Inc.
|
308,292 | $13,028,419 | |
| 4 | SJM |
J M SMUCKER Co
|
109,303 | $10,541,181 | |
| 5 | MKC |
Mccormick & Co Inc
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|
207,954 | $10,489,199 | |
| 6 | CAG |
Conagra Brands Inc.
|
476,232 | $7,486,367 | |
| 7 | CPB |
CAMPBELL'S Co
|
265,071 | $5,903,131 | |
| 8 | INGR |
Ingredion Inc
|
42,225 | $4,757,068 |
All Filings in MKC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,489,199 | 207,954 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,484,808 | 227,350 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,967,937 | 238,648 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,282,041 | 214,746 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $33,236,531 | 403,797 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $28,141,708 | 369,120 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $30,761,517 | 373,773 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $24,426,628 | 344,328 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $25,744,100 | 335,166 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $21,948,999 | 320,798 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,814,307 | 328,058 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,428,770 | 302,978 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $24,309,635 | 292,148 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $22,288,043 | 268,887 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $18,350,599 | 257,480 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,786,193 | 249,684 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $23,242,721 | 232,893 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $22,047,657 | 228,213 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,875,793 | 208,266 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $16,138,536 | 182,728 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $15,251,887 | 171,062 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $19,178,985 | 200,617 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,170,924 | 63,585 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,926,867 | 54,923 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,842,465 | 54,422 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||