Position in MKC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,168
-$4,389 QoQ
Shares Held
43
-66.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#915
of 958 holders
Holding Since
Sep 2023
9 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, 2026Beaird Harris Wealth Management, LLC holds $56,316 across 7 Packaged Foods names. MKC ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KHC |
Kraft Heinz Co
|
1,231 | $29,076 | |
| 2 | GIS |
General Mills Inc
|
421 | $14,650 | |
| 3 | POST |
Post Holdings, Inc.
|
65 | $5,736 | |
| 4 | MICC |
Magnum Ice Cream Co N.V.
|
188 | $3,273 | |
| 5 | MKC |
Mccormick & Co Inc
This page
|
43 | $2,168 | |
| 6 | BRBR |
Bellring Brands, Inc.
|
80 | $1,035 | |
| 7 | INGR |
Ingredion Inc
|
4 | $378 |
All Filings in MKC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,168 | 43 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,557 | 130 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,854 | 130 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $12,110 | 181 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,723 | 181 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,248 | 246 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,755 | 246 | Shares | Sole | 2025-02-10 | |
| 2023-12-31 | $1,847 | 27 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $2,042 | 27 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||