Position in MKC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,571,231
-$5,963,167 QoQ
Shares Held
31,144
-79.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#321
of 942 holders
Holding Since
Mar 2020
24 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, 2026Wealthspire Advisors, LLC holds $5,313,307 across 7 Packaged Foods names. MKC ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRL |
Hormel Foods Corp /De/
|
100,190 | $2,486,715 | |
| 2 | MKC |
Mccormick & Co Inc
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|
31,144 | $1,571,231 | |
| 3 | GIS |
General Mills Inc
|
20,376 | $709,084 | |
| 4 | KHC |
Kraft Heinz Co
|
13,741 | $324,562 | |
| 5 | SJM |
J M SMUCKER Co
|
1,906 | $214,425 | |
| 6 | ABVEF |
Above Food Ingredients Inc.
|
65,000 | $5,850 | |
| 7 | BYND |
Beyond Meat, Inc.
|
57,633 | $1,440 |
All Filings in MKC
Export CSV
41 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 MKC-V | $600,546 | 11,892 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $970,685 | 19,252 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 MKC-V | $7,051,940 | 139,975 | Shares | Sole | 2026-05-01 | |
| 2026-03-31 | $482,458 | 9,565 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 MKC-V | $427,102 | 6,280 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $212,094 | 3,114 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 MKC-V | $2,091,204 | 31,343 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $664,282 | 9,928 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 MKC-V | $1,535,193 | 20,331 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $200,088 | 2,639 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 MKC-V | $1,668,158 | 20,331 | Shares | Sole | 2025-05-09 | |
| 2025-03-31 | $211,619 | 2,571 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 MKC-V | $475,341 | 6,271 | Shares | Sole | 2025-02-04 | |
| 2024-12-31 | $203,408 | 2,668 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 MKC-V | $517,608 | 6,271 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $203,527 | 2,473 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 MKC-V | $432,630 | 6,270 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 MKC-V | $485,423 | 6,270 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 MKC-V | $426,360 | 6,270 | Shares | Sole | 2024-02-07 | |
| 2023-12-31 | $237,827 | 3,476 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 MKC-V | $494,577 | 6,270 | Shares | Sole | 2023-11-06 | |
| 2023-09-30 | $253,394 | 3,350 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 MKC-V | $542,982 | 6,270 | Shares | Sole | 2023-08-01 | |
| 2023-06-30 | $210,747 | 2,416 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 MKC-V | $517,902 | 6,270 | Shares | Sole | 2023-05-09 | |
| 2023-03-31 | $202,033 | 2,428 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 MKC-V | $435,336 | 5,298 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $284,146 | 3,428 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 MKC-V | $387,707 | 5,298 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 MKC-V | $439,892 | 5,298 | Shares | Sole | 2022-08-09 | |
| 2022-06-30 | $229,187 | 2,753 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $276,645 | 2,772 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $332,435 | 3,441 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $215,944 | 2,665 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 MKC-V | $14,445,370 | 164,096 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 MKC-V | $4,899,461 | 54,976 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $452,754 | 5,078 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 MKC-V | $2,389,250 | 25,000 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $292,344 | 3,058 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 MKC-V | — | 12,500 | Shares | Sole | 2020-05-12 | |
| 2020-03-31 | $357,826 | 2,534 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||