Position in MKC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$238,133
-$51,543 QoQ
Shares Held
4,723
-17.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#671
of 942 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MKC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026EP Wealth Advisors, LLC holds $3,090,947 across 7 Packaged Foods names. MKC ranks #7 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
18,671 | $649,750 | |
| 2 | KHC |
Kraft Heinz Co
|
26,133 | $617,261 | |
| 3 | CAG |
Conagra Brands Inc.
|
35,786 | $481,679 | |
| 4 | FLO |
Flowers Foods Inc
|
49,631 | $392,084 | |
| 5 | CPB |
CAMPBELL'S Co
|
16,438 | $366,074 | |
| 6 | SENEA |
Seneca Foods Corp
|
1,989 | $345,966 | |
| 7 | MKC |
Mccormick & Co Inc
This page
|
4,723 | $238,133 |
All Filings in MKC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,133 | 4,723 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $289,676 | 5,743 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $324,884 | 4,770 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $553,637 | 7,302 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $497,070 | 6,039 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $456,525 | 5,988 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $463,431 | 5,631 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $348,670 | 4,915 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $351,712 | 4,579 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $298,448 | 4,362 | Shares | Sole | 2024-02-28 | |
| 2023-06-30 | $997,998 | 11,441 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $306,859 | 3,686 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $400,397 | 4,012 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $369,436 | 3,824 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $308,805 | 3,811 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $337,029 | 3,816 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||