Position in MKC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$495,779
+$93,218 QoQ
Shares Held
9,833
+23.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#525
of 958 holders
Holding Since
Jun 2020
25 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, 2026Independent Advisor Alliance holds $7,040,624 across 8 Packaged Foods names. MKC ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
68,682 | $2,390,133 | |
| 2 | CAG |
Conagra Brands Inc.
|
89,437 | $1,203,821 | |
| 3 | HRL |
Hormel Foods Corp /De/
|
37,659 | $934,695 | |
| 4 | CPB |
CAMPBELL'S Co
|
33,229 | $740,009 | |
| 5 | SJM |
J M SMUCKER Co
|
5,062 | $569,474 | |
| 6 | MKC |
Mccormick & Co Inc
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|
9,833 | $495,779 | |
| 7 | KHC |
Kraft Heinz Co
|
16,321 | $385,501 | |
| 8 | PPC |
Pilgrims Pride Corp
|
11,427 | $321,212 |
All Filings in MKC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,779 | 9,833 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $402,561 | 7,981 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $637,509 | 9,360 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $637,383 | 9,526 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $793,379 | 10,464 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $891,746 | 10,834 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,045,173 | 13,709 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,553,439 | 31,026 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,570,580 | 36,236 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,901,728 | 37,778 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,271,817 | 33,204 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,905,256 | 38,409 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,211,546 | 36,817 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,405,868 | 40,931 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,154,710 | 38,059 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,256,835 | 31,666 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,295,951 | 27,579 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,586,217 | 25,914 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,141,070 | 22,162 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,607,067 | 19,833 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,551,605 | 17,568 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,500,651 | 16,831 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,296,790 | 24,025 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,309,013 | 11,896 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $611,967 | 3,411 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||