Position in MKC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$46,688
New position
Shares Held
926
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#765
of 958 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $397,546 across 13 Packaged Foods names. MKC ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
3,420 | $119,016 | |
| 2 | FRPT |
Freshpet, Inc.
|
934 | $55,218 | |
| 3 | BYND |
Beyond Meat, Inc.
|
2,192 | $49,312 | |
| 4 | MKC |
Mccormick & Co Inc
This page
|
926 | $46,688 | |
| 5 | SJM |
J M SMUCKER Co
|
318 | $35,775 | |
| 6 | KHC |
Kraft Heinz Co
|
1,330 | $31,414 | |
| 7 | CPB |
CAMPBELL'S Co
|
1,174 | $26,144 | |
| 8 | POST |
Post Holdings, Inc.
|
156 | $13,768 |
All Filings in MKC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,688 | 926 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||