Summit Financial, LLC

Position in MKC — Mccormick & Co Inc

CIK 1765536 PARSIPPANY, NJ

Position in MKC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,241,592

-$86,846 QoQ

Shares Held

24,625

-6.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#365

of 958 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Summit Financial, LLC holds $6,923,416 across 7 Packaged Foods names. MKC ranks #2 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SFD	Smithfield Foods Inc	150,517	$3,651,542
2	MKC	Mccormick & Co Inc This page	24,625	$1,241,592
3	GIS	General Mills Inc	15,164	$527,707
4	INGR	Ingredion Inc	4,602	$435,855
5	CAG	Conagra Brands Inc.	29,231	$393,449
6	SJM	J M SMUCKER Co	3,158	$355,275
7	KHC	Kraft Heinz Co	13,463	$317,996

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,241,592	24,625	-6.5%	Shares	Sole	2026-08-12
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.