Position in MKC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$902,870
-$56,649 QoQ
Shares Held
17,907
-5.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#416
of 956 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in MKC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Lido Advisors, LLC holds $8,202,755 across 12 Packaged Foods names. MKC ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAG |
Conagra Brands Inc.
|
121,359 | $1,633,492 | |
| 2 | GIS |
General Mills Inc
|
34,781 | $1,210,378 | |
| 3 | HRL |
Hormel Foods Corp /De/
|
39,936 | $991,211 | |
| 4 | MKC |
Mccormick & Co Inc
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|
17,907 | $902,870 | |
| 5 | KHC |
Kraft Heinz Co
|
34,685 | $819,259 | |
| 6 | SJM |
J M SMUCKER Co
|
6,168 | $693,900 | |
| 7 | MZTI |
Marzetti Co
|
5,610 | $640,437 | |
| 8 | SFD |
Smithfield Foods Inc
|
14,715 | $356,985 |
All Filings in MKC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,870 | 17,907 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $959,519 | 19,023 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,554,882 | 22,829 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,532,774 | 22,908 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,805,577 | 23,814 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,474,911 | 17,919 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,349,980 | 17,707 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,406,095 | 17,085 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,304,160 | 18,384 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $490,508 | 6,386 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $441,718 | 6,456 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $491,508 | 6,498 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $602,933 | 6,912 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $502,505 | 6,039 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $495,350 | 5,976 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $311,592 | 4,372 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $366,633 | 4,404 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $438,621 | 4,395 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $516,573 | 5,347 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $442,747 | 5,464 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $483,463 | 5,474 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $501,257 | 5,622 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $699,218 | 7,314 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $446,235 | 2,299 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $407,619 | 2,272 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||