Summit Financial, LLC

Position in MKC — Mccormick & Co Inc

CIK 1765536 PARSIPPANY, NJ

Position in MKC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,328,438

+$920,596 QoQ

Shares Held

26,337

+339.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Summit Financial, LLC holds $5,693,951 across 7 Packaged Foods names. MKC ranks #2 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPC	Pilgrims Pride Corp	48,783	$1,842,046
2	MKC	Mccormick & Co Inc This page	26,337	$1,328,438
3	GIS	General Mills Inc	24,491	$911,555
4	CAG	Conagra Brands Inc.	36,247	$569,802
5	INGR	Ingredion Inc	4,411	$496,943
6	SJM	J M SMUCKER Co	3,264	$314,780
7	KHC	Kraft Heinz Co	10,244	$230,387

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,328,438	26,337	+339.8%	Shares	Sole	2026-05-15
2025-12-31	$407,842	5,988	-1.5%	Shares	Sole	2026-02-13
2025-09-30	$406,678	6,078	+16.7%	Shares	Sole	2025-11-14
2025-06-30	$394,870	5,208	-0.7%	Shares	Sole	2025-08-13
2025-03-31	$431,633	5,244	-0.1%	Shares	Sole	2025-05-14
2024-12-31	$400,031	5,247	-21.4%	Shares	Sole	2025-02-12
2024-09-30	$549,105	6,672	-7.3%	Shares	Sole	2024-11-12
2024-06-30	$510,626	7,198	+16.3%	Shares	Sole	2024-07-31
2024-03-31	$475,530	6,191	+27.0%	Shares	Sole	2024-04-24
2023-12-31	$333,547	4,875	-5.8%	Shares	Sole	2024-02-06
2023-09-30	$391,588	5,177	+0.6%	Shares	Sole	2023-11-07
2023-06-30	$448,885	5,146	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.