Position in MKC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$16,794,549
+$6,585,181 QoQ
Shares Held
333,093
+64.5% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#89
of 958 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MKC Over Time
Shares Held
Position Value (USD)
Derivatives in MKC
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$695,796
PutShares
13,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026HB Wealth Management, LLC holds $26,167,930 across 14 Packaged Foods names. MKC ranks #1 (64.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
This page
|
333,093 | $16,794,549 | |
| 2 | GIS |
General Mills Inc
|
115,194 | $4,008,751 | |
| 3 | INGR |
Ingredion Inc
|
9,568 | $906,185 | |
| 4 | CPB |
CAMPBELL'S Co
|
40,407 | $899,863 | |
| 5 | KHC |
Kraft Heinz Co
|
31,291 | $739,093 | |
| 6 | SJM |
J M SMUCKER Co
|
5,615 | $631,687 | |
| 7 | HRL |
Hormel Foods Corp /De/
|
20,646 | $512,433 | |
| 8 | DAR |
Darling Ingredients Inc.
|
8,487 | $463,559 |
All Filings in MKC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,794,549 | 333,093 | Shares | Sole | 2026-07-29 | |
| 2026-06-30 | $695,796 | 13,800 | Put | Sole | 2026-07-29 | |
| 2026-03-31 MKC-V | $1,431,144 | 28,407 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $8,778,224 | 174,033 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $3,601,416 | 71,400 | Put | Sole | 2026-04-27 | |
| 2025-12-31 MKC-V | $1,931,960 | 28,407 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $8,090,855 | 118,791 | Shares | Sole | 2026-01-28 | |
| 2025-12-31 | $4,863,054 | 71,400 | Put | Sole | 2026-01-28 | |
| 2025-09-30 MKC-V | $2,444,087 | 36,632 | Shares | Sole | 2025-10-23 | |
| 2025-09-30 | $4,288,931 | 64,100 | Put | Sole | 2025-10-23 | |
| 2025-09-30 | $7,482,545 | 111,830 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 MKC-V | $2,784,582 | 36,877 | Shares | Sole | 2025-07-17 | |
| 2025-06-30 | $8,492,825 | 112,013 | Shares | Sole | 2025-07-17 | |
| 2025-06-30 | $4,860,062 | 64,100 | Put | Sole | 2025-07-17 | |
| 2025-03-31 MKC-V | $2,967,338 | 36,165 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $9,243,001 | 112,295 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $5,276,071 | 64,100 | Put | Sole | 2025-05-07 | |
| 2024-12-31 | $430,146 | 5,642 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $432,733 | 5,258 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $330,651 | 4,661 | Shares | Sole | 2024-07-26 | |
| 2023-03-31 | $246,551 | 2,963 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $250,825 | 3,026 | Shares | Sole | 2023-01-20 | |
| 2022-06-30 | $225,108 | 2,704 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||