Position in MKC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$8,974
-$3,930 QoQ
Shares Held
178
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#856
of 958 holders
Holding Since
Mar 2024
2 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, 2026LifeSteps Financial, Inc. holds $23,741 across 7 Packaged Foods names. MKC ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
This page
|
178 | $8,974 | |
| 2 | GIS |
General Mills Inc
|
240 | $8,352 | |
| 3 | MICC |
Magnum Ice Cream Co N.V.
|
154 | $2,681 | |
| 4 | CAG |
Conagra Brands Inc.
|
153 | $2,059 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
|
31 | $1,338 | |
| 6 | KHC |
Kraft Heinz Co
|
14 | $330 | |
| 7 | BYND |
Beyond Meat, Inc.
|
0 | $7 |
All Filings in MKC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,974 | 178 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $12,904 | 168 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||