Position in MKC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,020,198
+$9,532 QoQ
Shares Held
20,234
+1.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#386
of 942 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $4,943,178 across 35 Packaged Foods names. MKC ranks #1 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
This page
|
20,234 | $1,020,198 | |
| 2 | KHC |
Kraft Heinz Co
|
39,438 | $931,525 | |
| 3 | GIS |
General Mills Inc
|
26,105 | $908,454 | |
| 4 | INGR |
Ingredion Inc
|
6,104 | $578,109 | |
| 5 | SJM |
J M SMUCKER Co
|
4,686 | $527,175 | |
| 6 | DAR |
Darling Ingredients Inc.
|
4,058 | $221,647 | |
| 7 | PPC |
Pilgrims Pride Corp
|
7,468 | $209,925 | |
| 8 | POST |
Post Holdings, Inc.
|
2,359 | $208,205 |
All Filings in MKC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,020,198 | 20,234 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,010,666 | 20,037 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,366,218 | 20,059 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,366,636 | 20,425 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,613,601 | 21,282 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,611,465 | 19,578 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,678,728 | 22,019 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,486,831 | 18,066 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,357,365 | 19,134 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $182,346 | 2,374 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $90,588 | 1,324 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $82,069 | 1,085 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $86,793 | 995 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $82,793 | 995 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $89,272 | 1,077 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $108,330 | 1,520 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $123,376 | 1,482 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $139,720 | 1,400 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $135,254 | 1,400 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $116,521 | 1,438 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $125,061 | 1,416 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $124,824 | 1,400 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $76,480 | 800 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $77,640 | 400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $71,764 | 400 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $56,484 | 400 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||