Position in MKC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$68,982
-$30,277 QoQ
Shares Held
1,368
-30.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#751
of 956 holders
Holding Since
Mar 2020
15 quarters on record
Common Shares in MKC Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Geneos Wealth Management Inc. holds $1,818,138 across 10 Packaged Foods names. MKC ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
15,176 | $528,124 | |
| 2 | INGR |
Ingredion Inc
|
4,454 | $421,838 | |
| 3 | SJM |
J M SMUCKER Co
|
2,252 | $253,350 | |
| 4 | HRL |
Hormel Foods Corp /De/
|
9,098 | $225,812 | |
| 5 | KHC |
Kraft Heinz Co
|
8,130 | $192,030 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
2,197 | $94,866 | |
| 7 | MKC |
Mccormick & Co Inc
This page
|
1,368 | $68,982 | |
| 8 | MZTI |
Marzetti Co
|
135 | $15,411 |
All Filings in MKC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 MKC-V | $5,050 | 100 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $63,932 | 1,268 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 MKC-V | $5,038 | 100 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $94,221 | 1,868 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 MKC-V | $6,801 | 100 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $127,229 | 1,868 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $124,987 | 1,868 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $157,023 | 2,071 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $153,755 | 1,868 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 MKC-V | $5,912 | 78 | Shares | Sole | 2025-01-21 | |
| 2024-12-31 | $112,606 | 1,477 | Shares | Sole | 2025-01-21 | |
| 2021-12-31 MKC-V | $2,289 | 24 | Shares | Sole | 2022-02-09 | |
| 2021-12-31 | $257,852 | 2,669 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $214,081 | 2,642 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $229,808 | 2,602 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $252,679 | 2,834 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $270,930 | 2,834 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $252,524 | 1,301 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $236,462 | 1,318 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $193,175 | 1,368 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||