Position in MKC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$880,676
+$325,540 QoQ
Shares Held
17,467
+58.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#421
of 958 holders
Holding Since
Mar 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, 2026AE Wealth Management LLC holds $52,368,224 across 14 Packaged Foods names. MKC ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
934,768 | $32,529,902 | |
| 2 | SJM |
J M SMUCKER Co
|
60,254 | $6,778,561 | |
| 3 | KHC |
Kraft Heinz Co
|
187,507 | $4,428,894 | |
| 4 | CPB |
CAMPBELL'S Co
|
110,262 | $2,455,511 | |
| 5 | CAG |
Conagra Brands Inc.
|
102,250 | $1,376,262 | |
| 6 | SMPL |
Simply Good Foods Co
|
66,767 | $886,655 | |
| 7 | MKC |
Mccormick & Co Inc
This page
|
17,467 | $880,676 | |
| 8 | BRBR |
Bellring Brands, Inc.
|
61,384 | $794,295 |
All Filings in MKC
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30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $880,676 | 17,467 | Shares | Other | 2026-08-03 | |
| 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 MKC-V | $13,210 | 198 | Shares | Sole | 2025-11-03 | |
| 2025-09-30 | $982,368 | 14,682 | Shares | Other | 2025-11-03 | |
| 2025-06-30 MKC-V | $14,950 | 198 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $1,088,243 | 14,353 | Shares | Other | 2025-08-06 | |
| 2025-03-31 MKC-V | $16,245 | 198 | Shares | Sole | 2025-05-06 | |
| 2025-03-31 | $7,800,269 | 94,767 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 MKC-V | $15,008 | 198 | Shares | Sole | 2025-02-13 | |
| 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 MKC-V | $2,092,218 | 30,322 | Shares | Sole | 2024-08-12 | |
| 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 | $827,060 | 4,261 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,925,607 | 10,733 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,918,479 | 13,586 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||