Position in MKC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$555,136
+$345,976 QoQ
Shares Held
11,006
+258.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MKC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026AE Wealth Management LLC holds $49,430,307 across 13 Packaged Foods names. MKC ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPB |
CAMPBELL'S Co
|
845,148 | $18,821,421 | |
| 2 | CAG |
Conagra Brands Inc.
|
950,471 | $14,941,374 | |
| 3 | SJM |
J M SMUCKER Co
|
54,098 | $5,217,187 | |
| 4 | KHC |
Kraft Heinz Co
|
153,640 | $3,455,347 | |
| 5 | PPC |
Pilgrims Pride Corp
|
59,728 | $2,255,316 | |
| 6 | GIS |
General Mills Inc
|
58,289 | $2,169,499 | |
| 7 | SFD |
Smithfield Foods Inc
|
27,628 | $772,753 | |
| 8 | MKC |
Mccormick & Co Inc
This page
|
11,006 | $555,136 |
All Filings in MKC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $555,136 | 11,006 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $209,160 | 3,071 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $982,368 | 14,682 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,088,243 | 14,353 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $7,800,269 | 94,767 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,100,751 | 14,438 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,215,981 | 14,775 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $424,573 | 5,985 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $650,400 | 9,506 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $829,543 | 10,967 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,057,925 | 12,128 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,419,895 | 17,064 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,657,882 | 20,001 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,732,716 | 24,312 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,830,251 | 21,985 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,206,977 | 22,114 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,038,760 | 21,103 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,884,676 | 23,259 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,827,164 | 20,688 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $909,788 | 10,204 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $904,949 | 9,466 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $413,530 | 4,261 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $962,803 | 10,733 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $959,239 | 13,586 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||