Position in MKC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,574,092
+$12,774,424 QoQ
Shares Held
348,554
+266.3% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#86
of 942 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MKC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $168,518,054 across 35 Packaged Foods names. MKC ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
548,688 | $19,094,341 | |
| 2 | MKC |
Mccormick & Co Inc
This page
|
348,554 | $17,574,092 | |
| 3 | CPB |
CAMPBELL'S Co
|
546,994 | $12,181,555 | |
| 4 | CAG |
Conagra Brands Inc.
|
886,177 | $11,927,942 | |
| 5 | KHC |
Kraft Heinz Co
|
483,231 | $11,413,915 | |
| 6 | FLO |
Flowers Foods Inc
|
1,261,623 | $9,966,820 | |
| 7 | INGR |
Ingredion Inc
|
99,311 | $9,405,744 | |
| 8 | USNA |
Usana Health Sciences Inc
|
417,971 | $8,923,680 |
All Filings in MKC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,574,092 | 348,554 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,799,668 | 95,156 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,294,462 | 77,734 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,351,929 | 79,987 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,963,383 | 91,841 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,031,018 | 73,272 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,709,087 | 127,349 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,988,283 | 133,515 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $9,524,612 | 134,263 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $9,396,934 | 122,340 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,311,250 | 121,474 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,564,343 | 60,343 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $5,260,143 | 60,302 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,651,937 | 55,906 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,549,500 | 54,886 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,934,745 | 55,209 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,495,416 | 53,999 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,726,827 | 47,363 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,387,639 | 45,416 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,087,514 | 112,150 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,463,074 | 50,533 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,507,732 | 39,342 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,627,542 | 37,945 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,735,648 | 19,246 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,476,427 | 19,377 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,682,707 | 18,998 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||