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Disclosery

Wambolt & Associates, LLC: MKC position timeline

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

Wambolt & Associates, LLC held 23,288 MKC shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 23,288 shares
    Change vs previous 13F -1,908 shares

    0.6% of the 13F portfolio, value $1,797,142.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 25,196 shares
    Change vs previous 13F +403 shares

    0.7% of the 13F portfolio, value $2,072,373.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 24,793 shares
    Change vs previous 13F -4,835 shares

    0.6% of the 13F portfolio, value $1,890,228.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 29,628 shares
    Change vs previous 13F +3,136 shares

    0.68% of the 13F portfolio, value $2,491,442.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 26,492 shares
    Change vs previous 13F +1,713 shares

    0.54% of the 13F portfolio, value $1,853,115.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 24,779 shares
    Change vs previous 13F +9,100 shares

    0.57% of the 13F portfolio, value $1,898,567.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 15,679 shares
    Change vs previous 13F +4,113 shares

    0.35% of the 13F portfolio, value $1,072,757.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 11,566 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $864,212.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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