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Independent Advisor Alliance

Position in MKC — Mccormick & Co Inc

CIK 1696899 CHARLOTTE, NC

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, 2026

Independent 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
6 MKC
Mccormick & Co Inc
This page
9,833 $495,779

All Filings in MKC

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $495,779 9,833
2026-03-31 $402,561 7,981
2025-12-31 $637,509 9,360
2025-09-30 $637,383 9,526
2025-06-30 $793,379 10,464
2025-03-31 $891,746 10,834
2024-12-31 $1,045,173 13,709
2024-09-30 $2,553,439 31,026
2024-06-30 $2,570,580 36,236
2024-03-31 $2,901,728 37,778
2023-12-31 $2,271,817 33,204
2023-09-30 $2,905,256 38,409
2023-06-30 $3,211,546 36,817
2023-03-31 $3,405,868 40,931
2022-12-31 $3,154,710 38,059
2022-09-30 $2,256,835 31,666
2022-06-30 $2,295,951 27,579
2022-03-31 $2,586,217 25,914
2021-12-31 $2,141,070 22,162
2021-09-30 $1,607,067 19,833
2021-06-30 $1,551,605 17,568
2021-03-31 $1,500,651 16,831
2020-12-31 $2,296,790 24,025
2020-09-30 $2,309,013 11,896
2020-06-30 $611,967 3,411