Waverly Advisors, LLC

Position in MKC — Mccormick & Co Inc

CIK 1568787 BIRMINGHAM, AL

Position in MKC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$12,120,110

+$1,032,390 QoQ

Shares Held

240,383

+9.4% QoQ

Ownership

0.089%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#107

of 958 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Consumer Defensive · as of Jun 30, 2026

Waverly Advisors, LLC holds $17,679,124 across 9 Packaged Foods names. MKC ranks #1 (68.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKC	Mccormick & Co Inc This page	240,383	$12,120,110
2	GIS	General Mills Inc	101,489	$3,531,817
3	SJM	J M SMUCKER Co	5,579	$627,637
4	DAR	Darling Ingredients Inc.	5,769	$315,102
5	CAG	Conagra Brands Inc.	22,418	$301,746
6	LW	Lamb Weston Holdings, Inc.	6,914	$298,546
7	KHC	Kraft Heinz Co	11,438	$270,165
8	MICC	Magnum Ice Cream Co N.V.	12,253	$213,324

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,120,110	240,383	+9.4%	Shares	Sole	2026-08-14
2026-03-31	$11,087,720	219,820	+1.7%	Shares	Sole	2026-05-15
2025-12-31	$14,722,861	216,163	+67.2%	Shares	Sole	2026-02-17
2025-09-30	$8,648,518	129,256	-7.6%	Shares	Sole	2025-11-14
2025-06-30	$10,611,994	139,963	-0.7%	Shares	Sole	2025-08-14
2025-03-31	$11,604,393	140,984	+0.4%	Shares	Sole	2025-05-15
2024-12-31	$10,709,737	140,474	-0.6%	Shares	Sole	2025-02-14
2024-09-30	$11,626,356	141,268	+8.5%	Shares	Sole	2024-11-14
2024-06-30	$9,239,579	130,245	+3337.5%	Shares	Sole	2024-08-14
2024-03-31	$291,033	3,789	+16.3%	Shares	Other	2024-05-15
2023-12-31	$222,843	3,257	+0.6%	Shares	Other	2024-02-14
2023-09-30	$244,771	3,236	0.0%	Shares	Sole	2023-11-14
2023-06-30	$282,276	3,236	—	Shares	Sole	2023-08-15
No filing history on record for this holder in this stock.