Position in MKC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,258,513
-$2,215,212 QoQ
Shares Held
44,794
-49.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#273
of 958 holders
Holding Since
Dec 2022
8 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, 2026Qsemble Capital Management, LP holds $12,428,063 across 7 Packaged Foods names. MKC ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
27,634 | $3,108,825 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
116,200 | $2,884,084 | |
| 3 | MKC |
Mccormick & Co Inc
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|
44,794 | $2,258,513 | |
| 4 | GIS |
General Mills Inc
|
43,180 | $1,502,664 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
|
31,152 | $1,345,143 | |
| 6 | INGR |
Ingredion Inc
|
11,950 | $1,131,784 | |
| 7 | BRBR |
Bellring Brands, Inc.
|
15,228 | $197,050 |
All Filings in MKC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,258,513 | 44,794 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,473,725 | 88,694 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,846,248 | 41,789 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,481,721 | 22,145 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $968,857 | 12,708 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,103,643 | 13,410 | Shares | Sole | 2024-11-13 | |
| 2023-06-30 | $1,543,971 | 17,700 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $1,235,061 | 14,900 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||