Position in MKC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,463,613
+$1,111,367 QoQ
Shares Held
68,668
+98.8% QoQ
Ownership
0.026%
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 32.393545756393074.ToString("F0")%
Shared 0.ToString("F0")%
None 67.60645424360692.ToString("F0")%
Common Shares in MKC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $29,516,186 across 23 Packaged Foods names. MKC ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
181,667 | $6,761,645 | |
| 2 | SJM |
J M SMUCKER Co
|
47,974 | $4,626,612 | |
| 3 | MKC |
Mccormick & Co Inc
This page
|
68,668 | $3,463,613 | |
| 4 | DAR |
Darling Ingredients Inc.
|
43,943 | $2,717,874 | |
| 5 | CAG |
Conagra Brands Inc.
|
144,338 | $2,268,993 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
39,319 | $1,661,620 | |
| 7 | INGR |
Ingredion Inc
|
13,174 | $1,484,182 | |
| 8 | BRBR |
Bellring Brands, Inc.
|
89,802 | $1,444,914 |
All Filings in MKC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,463,613 | 68,668 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,352,246 | 34,536 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,497,415 | 37,325 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,999,439 | 39,560 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,480,396 | 42,284 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,988,491 | 26,082 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,207,615 | 26,824 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,982,702 | 27,949 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,547,491 | 20,147 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,136,482 | 31,226 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,013,082 | 26,614 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,333,838 | 26,755 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,985,640 | 23,863 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,973,362 | 23,807 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,656,671 | 23,245 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $3,553,526 | 42,685 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $4,016,950 | 40,250 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,767,596 | 38,998 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,194,526 | 39,424 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,559,031 | 40,297 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,955,405 | 44,363 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,078,104 | 42,658 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,036,497 | 20,984 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,962,835 | 21,881 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $936,928 | 13,270 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||