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Disclosery

HFR Wealth Management, LLC: MKC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HFR Wealth Management, LLC on MKC, newest first. How the timeline and the estimate are built.

HFR Wealth Management, LLC held 5,715 MKC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,715 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $288,150.

    13F-HR 0001877822-26-000006 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,715 shares
    Change vs previous 13F -3,200 shares

    0.07% of the 13F portfolio, value $288,265.

    13F-HR 0001877822-26-000004 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,915 shares
    Change vs previous 13F -125,994 shares

    0.14% of the 13F portfolio, value $607,201.

    13F-HR 0001877822-26-000002 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 134,909 shares
    Change vs previous 13F +981 shares

    2.07% of the 13F portfolio, value $9,026,761.

    13F-HR 0001877822-25-000011 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 133,928 shares
    Change vs previous 13F +1,203 shares

    2.45% of the 13F portfolio, value $10,154,421.

    13F-HR 0001877822-25-000006 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 132,725 shares
    Change vs previous 13F +902 shares

    2.66% of the 13F portfolio, value $10,924,595.

    13F-HR 0001877822-25-000004 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 131,823 shares
    Change vs previous 13F +232 shares

    2.48% of the 13F portfolio, value $10,050,186.

    13F-HR 0001877822-25-000002 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 131,591 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $10,829,939.

    13F-HR 0001877822-24-000008 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).