Position in MKC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$470,116
+$34,164 QoQ
Shares Held
9,324
+7.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#531
of 956 holders
Holding Since
Mar 2022
18 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $757,652 across 18 Packaged Foods names. MKC ranks #1 (62.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
This page
|
9,324 | $470,116 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
6,901 | $171,282 | |
| 3 | SJM |
J M SMUCKER Co
|
415 | $46,687 | |
| 4 | MZTI |
Marzetti Co
|
146 | $16,667 | |
| 5 | KHC |
Kraft Heinz Co
|
624 | $14,738 | |
| 6 | CAG |
Conagra Brands Inc.
|
962 | $12,948 | |
| 7 | GIS |
General Mills Inc
|
297 | $10,335 | |
| 8 | INGR |
Ingredion Inc
|
50 | $4,735 |
All Filings in MKC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,116 | 9,324 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $435,952 | 8,643 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $787,624 | 11,564 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $678,065 | 10,134 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,895 | 513 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $46,258 | 562 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $50,852 | 667 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $64,358 | 782 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $55,191 | 778 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,221 | 81 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,294 | 92 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,176 | 42 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,193 | 71 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,907 | 71 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,802 | 70 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,988 | 70 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,827 | 70 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,894 | 29 | Shares | Sole | 2022-04-15 | |
| No filing history on record for this holder in this stock. | ||||||