Position in MKC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$242,419
-$19,314 QoQ
Shares Held
4,808
-7.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#679
of 960 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026Sovereign Financial Group, Inc. holds $1,478,292 across 3 Packaged Foods names. MKC ranks #3 (16.4% of the industry book) .
All Filings in MKC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,419 | 4,808 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $261,733 | 5,189 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $315,144 | 4,627 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $310,997 | 4,648 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $352,411 | 4,648 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $382,576 | 4,648 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $354,363 | 4,648 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $382,530 | 4,648 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $328,594 | 4,632 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $355,783 | 4,632 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $316,579 | 4,627 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $349,683 | 4,623 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $407,800 | 4,675 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $389,006 | 4,675 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $399,944 | 4,825 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $329,409 | 4,622 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $384,781 | 4,622 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $460,676 | 4,616 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $445,951 | 4,616 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $374,034 | 4,616 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $407,685 | 4,616 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $411,562 | 4,616 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $441,289 | 4,616 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||