Position in MKC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,278,207
-$4,132,790 QoQ
Shares Held
65,018
-55.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#226
of 958 holders
Holding Since
Mar 2020
26 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, 2026Crestwood Advisors Group, LLC holds $6,381,920 across 7 Packaged Foods names. MKC ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
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|
65,018 | $3,278,207 | |
| 2 | GIS |
General Mills Inc
|
21,187 | $737,307 | |
| 3 | CAG |
Conagra Brands Inc.
|
45,152 | $607,745 | |
| 4 | KHC |
Kraft Heinz Co
|
23,765 | $561,329 | |
| 5 | CPB |
CAMPBELL'S Co
|
22,191 | $494,193 | |
| 6 | FLO |
Flowers Foods Inc
|
56,081 | $443,039 | |
| 7 | SJM |
J M SMUCKER Co
|
2,312 | $260,100 |
All Filings in MKC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,278,207 | 65,018 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,410,997 | 146,927 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $21,491,633 | 315,543 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $32,194,081 | 481,155 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $35,997,667 | 474,778 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $40,149,089 | 487,779 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $43,398,400 | 569,234 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $46,726,812 | 567,762 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $39,772,369 | 560,648 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $37,950,438 | 494,082 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $24,781,313 | 362,194 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $29,640,668 | 391,865 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $35,032,701 | 401,613 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $33,453,498 | 402,037 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $36,668,712 | 442,378 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $30,691,570 | 430,638 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $34,525,856 | 414,725 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $39,517,706 | 395,969 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $37,931,791 | 392,628 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $32,977,994 | 406,985 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $36,336,791 | 411,422 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $36,345,093 | 407,639 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $38,741,900 | 405,250 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $38,831,646 | 200,060 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $35,758,745 | 199,313 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $27,851,977 | 197,238 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||