Position in MKC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$342,195
+$217,059 QoQ
Shares Held
6,787
+173.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#116
of 250 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MKC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,086,367 across 38 Packaged Foods names. MKC ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
19,348 | $673,306 | |
| 2 | CAG |
Conagra Brands Inc.
|
31,374 | $422,289 | |
| 3 | MKC |
Mccormick & Co Inc
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|
6,787 | $342,195 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
|
6,444 | $278,247 | |
| 5 | FLO |
Flowers Foods Inc
|
22,799 | $180,109 | |
| 6 | DAR |
Darling Ingredients Inc.
|
2,892 | $157,958 | |
| 7 | CPB |
CAMPBELL'S Co
|
6,243 | $139,027 | |
| 8 | KHC |
Kraft Heinz Co
|
5,198 | $122,772 |
All Filings in MKC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,195 | 6,787 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $125,136 | 2,481 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $121,844 | 1,789 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $124,181 | 1,856 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $307,144 | 4,051 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $296,394 | 3,601 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $157,052 | 2,060 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $151,430 | 1,840 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $123,504 | 1,741 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $133,263 | 1,735 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $12,792 | 187 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,613 | 180 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $16,224 | 186 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,234 | 123 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,516 | 151 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $13,755 | 193 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,405 | 125 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $11,976 | 120 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $8,308 | 86 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||