Position in MKC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,278
-$1,830 QoQ
Shares Held
65
-13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026SHP Wealth Management holds $86,628 across 16 Packaged Foods names. MKC ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
768 | $28,584 | |
| 2 | LWAY |
Lifeway Foods, Inc.
|
1,000 | $19,340 | |
| 3 | CAG |
Conagra Brands Inc.
|
900 | $14,148 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
|
261 | $11,029 | |
| 5 | MKC |
Mccormick & Co Inc
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|
65 | $3,278 | |
| 6 | MICC |
Magnum Ice Cream Co N.V.
|
156 | $2,332 | |
| 7 | KHC |
Kraft Heinz Co
|
86 | $1,934 | |
| 8 | BRBR |
Bellring Brands, Inc.
|
95 | $1,528 |
All Filings in MKC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,278 | 65 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,108 | 75 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||