Position in MKC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$20,327
-$6,917 QoQ
Shares Held
403
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026CURIO WEALTH, LLC holds $30,255 across 16 Packaged Foods names. MKC ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
This page
|
403 | $20,327 | |
| 2 | OFRM |
Once Upon a Farm, PBC
|
482 | $7,880 | |
| 3 | KHC |
Kraft Heinz Co
|
13 | $292 | |
| 4 | SJM |
J M SMUCKER Co
|
3 | $289 | |
| 5 | INGR |
Ingredion Inc
|
2 | $225 | |
| 6 | POST |
Post Holdings, Inc.
|
2 | $197 | |
| 7 | GIS |
General Mills Inc
|
5 | $186 | |
| 8 | DAR |
Darling Ingredients Inc.
|
3 | $185 |
All Filings in MKC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,327 | 403 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $27,244 | 400 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $26,764 | 400 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $30,328 | 400 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $82 | 1 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $30,496 | 400 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||