Position in MKC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,012,361
+$614,844 QoQ
Shares Held
20,078
+154.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#388
of 942 holders
Holding Since
Mar 2020
26 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, 2026Integrated Wealth Concepts LLC holds $10,930,805 across 40 Packaged Foods names. MKC ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
71,310 | $1,684,342 | |
| 2 | GIS |
General Mills Inc
|
46,014 | $1,601,287 | |
| 3 | CPB |
CAMPBELL'S Co
|
52,964 | $1,179,508 | |
| 4 | MKC |
Mccormick & Co Inc
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|
20,078 | $1,012,361 | |
| 5 | SJM |
J M SMUCKER Co
|
7,077 | $796,162 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
18,275 | $789,114 | |
| 7 | CAG |
Conagra Brands Inc.
|
57,903 | $779,374 | |
| 8 | DAR |
Darling Ingredients Inc.
|
13,188 | $720,328 |
All Filings in MKC
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 MKC-V | $18,230 | 361 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $994,131 | 19,717 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $397,517 | 7,881 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $245,604 | 3,606 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $809,611 | 12,100 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $639,617 | 8,436 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $694,614 | 8,439 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $620,898 | 8,144 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $686,546 | 8,342 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,063,319 | 14,989 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $984,627 | 12,819 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $467,240 | 6,829 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $511,628 | 6,764 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $637,040 | 7,303 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $600,526 | 7,217 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $451,170 | 5,443 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $386,568 | 5,424 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $483,682 | 5,810 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $589,019 | 5,902 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $617,917 | 6,396 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $527,505 | 6,510 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $482,933 | 5,468 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $429,751 | 4,820 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $503,812 | 5,270 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $453,999 | 2,339 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $419,460 | 2,338 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $329,301 | 2,332 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||