Position in MKC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,495
+$603 QoQ
Shares Held
109
+12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#878
of 958 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MKC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $29,625 across 14 Packaged Foods names. MKC ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
170 | $5,916 | |
| 2 | MKC |
Mccormick & Co Inc
This page
|
109 | $5,495 | |
| 3 | SJM |
J M SMUCKER Co
|
36 | $4,050 | |
| 4 | KHC |
Kraft Heinz Co
|
152 | $3,590 | |
| 5 | PPC |
Pilgrims Pride Corp
|
93 | $2,614 | |
| 6 | HRL |
Hormel Foods Corp /De/
|
80 | $1,985 | |
| 7 | CAG |
Conagra Brands Inc.
|
121 | $1,628 | |
| 8 | LW |
Lamb Weston Holdings, Inc.
|
34 | $1,468 |
All Filings in MKC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,495 | 109 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,892 | 97 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $6,334 | 93 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $6,222 | 93 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $7,051 | 93 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $7,654 | 93 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $7,090 | 93 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $7,653 | 93 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $6,597 | 93 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $7,143 | 93 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $6,363 | 93 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $7,034 | 93 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $8,112 | 93 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $7,738 | 93 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $7,708 | 93 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $6,628 | 93 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $8,075 | 97 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $9,680 | 97 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $9,371 | 97 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $7,859 | 97 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $6,712 | 76 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $6,776 | 76 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $6,309 | 66 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $3,202 | 33 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $2,152 | 24 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $1,341 | 19 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||