Position in MKC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$294,049
-$10,803 QoQ
Shares Held
5,832
-3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#633
of 956 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $361,896 across 10 Packaged Foods names. MKC ranks #1 (81.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
This page
|
5,832 | $294,049 | |
| 2 | GIS |
General Mills Inc
|
836 | $29,092 | |
| 3 | SJM |
J M SMUCKER Co
|
196 | $22,050 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
|
176 | $7,599 | |
| 5 | KHC |
Kraft Heinz Co
|
184 | $4,346 | |
| 6 | POST |
Post Holdings, Inc.
|
31 | $2,736 | |
| 7 | MICC |
Magnum Ice Cream Co N.V.
|
90 | $1,566 | |
| 8 | CPB |
CAMPBELL'S Co
|
16 | $356 |
All Filings in MKC
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,049 | 5,832 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 MKC-V | $5,642 | 112 | Shares | Sole | 2026-04-23 | |
| 2026-03-31 | $299,210 | 5,932 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 MKC-V | $16,594 | 244 | Shares | Sole | 2026-01-07 | |
| 2025-12-31 | $448,163 | 6,580 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 MKC-V | $16,279 | 244 | Shares | Sole | 2025-10-27 | |
| 2025-09-30 | $428,692 | 6,407 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 MKC-V | $18,424 | 244 | Shares | Sole | 2025-07-01 | |
| 2025-06-30 | $574,488 | 7,577 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 MKC-V | $24,615 | 300 | Shares | Sole | 2025-04-09 | |
| 2025-03-31 | $669,591 | 8,135 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 MKC-V | $22,740 | 300 | Shares | Sole | 2025-01-16 | |
| 2024-12-31 | $681,661 | 8,941 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 MKC-V | $13,866 | 168 | Shares | Sole | 2024-10-04 | |
| 2024-09-30 | $637,084 | 7,741 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 MKC-V | $11,592 | 168 | Shares | Sole | 2024-07-19 | |
| 2024-06-30 | $545,032 | 7,683 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 MKC-V | $13,006 | 168 | Shares | Sole | 2024-04-12 | |
| 2024-03-31 | $589,977 | 7,681 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 MKC-V | $11,424 | 168 | Shares | Sole | 2024-01-26 | |
| 2023-12-31 | $432,482 | 6,321 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 MKC-V | $13,251 | 168 | Shares | Sole | 2023-10-13 | |
| 2023-09-30 | $525,622 | 6,949 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 MKC-V | $14,548 | 168 | Shares | Sole | 2023-07-14 | |
| 2023-06-30 | $614,971 | 7,050 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 MKC-V | $13,876 | 168 | Shares | Sole | 2023-04-21 | |
| 2023-03-31 | $593,287 | 7,130 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 MKC-V | $13,804 | 168 | Shares | Sole | 2023-01-24 | |
| 2022-12-31 | $575,173 | 6,939 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 MKC-V | $12,294 | 168 | Shares | Sole | 2022-11-01 | |
| 2022-09-30 | $563,603 | 7,908 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 MKC-V | $13,949 | 168 | Shares | Sole | 2022-07-18 | |
| 2022-06-30 | $662,586 | 7,959 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 MKC-V | $16,800 | 168 | Shares | Sole | 2022-04-20 | |
| 2022-03-31 | $794,308 | 7,959 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 MKC-V | $16,025 | 168 | Shares | Sole | 2022-01-10 | |
| 2021-12-31 | $766,600 | 7,935 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 MKC-V | $13,839 | 168 | Shares | Sole | 2021-10-12 | |
| 2021-09-30 | $626,604 | 7,733 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 MKC-V | $14,789 | 168 | Shares | Sole | 2021-07-27 | |
| 2021-06-30 | $713,978 | 8,084 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 MKC-V | $14,972 | 168 | Shares | Sole | 2021-04-16 | |
| 2021-03-31 | $709,267 | 7,955 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 MKC-V | $16,055 | 168 | Shares | Sole | 2021-02-04 | |
| 2020-12-31 | $862,312 | 9,020 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 MKC-V | — | 84 | Shares | Sole | 2020-10-23 | |
| 2020-09-30 | $768,636 | 3,960 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 MKC-V | — | 112 | Shares | Sole | 2020-07-16 | |
| 2020-06-30 | $710,463 | 3,960 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 MKC-V | — | 112 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||