Position in MKC
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$878,966
-$98,583 QoQ
Shares Held
17,426
+35.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
12 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 Mar 31, 2026Western Wealth Management, LLC holds $2,028,362 across 13 Packaged Foods names. MKC ranks #1 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
This page
|
17,426 | $878,966 | |
| 2 | GIS |
General Mills Inc
|
19,356 | $720,430 | |
| 3 | CAG |
Conagra Brands Inc.
|
15,127 | $237,796 | |
| 4 | SJM |
J M SMUCKER Co
|
1,030 | $99,333 | |
| 5 | KHC |
Kraft Heinz Co
|
2,269 | $51,029 | |
| 6 | LW |
Lamb Weston Holdings, Inc.
|
275 | $11,621 | |
| 7 | INGR |
Ingredion Inc
|
90 | $10,139 | |
| 8 | MICC |
Magnum Ice Cream Co N.V.
|
608 | $9,089 |
All Filings in MKC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $878,966 | 17,426 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $977,549 | 12,822 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,195,325 | 14,524 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $772,119 | 11,285 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $850,344 | 11,242 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $935,977 | 10,730 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $818,287 | 9,834 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $710,615 | 8,573 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $657,038 | 9,219 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $743,339 | 8,929 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $875,844 | 8,776 | Shares | Sole | 2022-05-10 | |
| 2021-06-30 | $545,817 | 6,180 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||