Concurrent Investment Advisors, LLC

Position in MKC — Mccormick & Co Inc

CIK 2001015 Tampa, FL

Position in MKC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$626,115

-$116,916 QoQ

Shares Held

12,418

-15.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#464

of 942 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $5,889,669 across 8 Packaged Foods names. MKC ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GIS	General Mills Inc	91,726	$3,192,064
2	KHC	Kraft Heinz Co	29,913	$706,544
3	MKC	Mccormick & Co Inc This page	12,418	$626,115
4	CAG	Conagra Brands Inc.	26,173	$352,287
5	LW	Lamb Weston Holdings, Inc.	6,262	$270,392
6	POST	Post Holdings, Inc.	2,987	$263,631
7	FLO	Flowers Foods Inc	30,810	$243,399
8	SJM	J M SMUCKER Co	2,091	$235,237

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$626,115	12,418	-15.7%	Shares	Sole	2026-07-27
2026-03-31	$743,031	14,731	+50.8%	Shares	Sole	2026-04-21
2025-12-31	$665,162	9,766	+30.7%	Shares	Sole	2026-01-29
2025-09-30	$499,884	7,471	-22.6%	Shares	Sole	2025-10-27
2025-06-30	$731,966	9,654	+36.8%	Shares	Sole	2025-07-25
2025-03-31	$581,026	7,059	+19.4%	Shares	Sole	2025-04-29
2024-12-31	$450,654	5,911	+20.7%	Shares	Sole	2025-02-03
2024-09-30	$402,940	4,896	-60.7%	Shares	Sole	2024-10-30
2024-06-30	$883,557	12,455	+149.3%	Shares	Sole	2024-07-30
2024-03-31	$383,665	4,995	-34.8%	Shares	Sole	2024-05-07
2023-12-31	$523,960	7,658	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.