Position in MKC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,683,095
+$2,549,709 QoQ
Shares Held
73,048
+225.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MKC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Arax Advisory Partners holds $23,625,227 across 40 Packaged Foods names. MKC ranks #1 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
This page
|
73,048 | $3,683,095 | |
| 2 | SJM |
J M SMUCKER Co
|
32,345 | $3,638,812 | |
| 3 | CAG |
Conagra Brands Inc.
|
256,642 | $3,454,401 | |
| 4 | GIS |
General Mills Inc
|
84,320 | $2,934,336 | |
| 5 | CPB |
CAMPBELL'S Co
|
82,341 | $1,833,734 | |
| 6 | KHC |
Kraft Heinz Co
|
60,960 | $1,439,875 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
|
31,041 | $1,340,350 | |
| 8 | DAR |
Darling Ingredients Inc.
|
19,768 | $1,079,728 |
All Filings in MKC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,672,945 | 72,847 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,133,386 | 22,470 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $245,536 | 3,605 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,108,497 | 16,567 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,008 | 132 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,963 | 279 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,061 | 473 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $38,927 | 473 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $33,554 | 473 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,063 | 118 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,473 | 80 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $3,576 | 41 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $2,664 | 32 | Shares | Sole | 2022-08-22 | |
| No filing history on record for this holder in this stock. | ||||||