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Waverly Advisors, LLC: MKC position timeline

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

Waverly Advisors, LLC held 240,383 MKC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,383 shares
    Change vs previous 13F +20,563 shares

    0.07% of the 13F portfolio, value $12,120,115.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 219,820 shares
    Change vs previous 13F +3,657 shares

    0.08% of the 13F portfolio, value $11,087,718.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 216,163 shares
    Change vs previous 13F +86,907 shares

    0.12% of the 13F portfolio, value $14,722,818.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 129,256 shares
    Change vs previous 13F -10,707 shares

    0.09% of the 13F portfolio, value $8,648,491.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 139,963 shares
    Change vs previous 13F -1,021 shares

    0.12% of the 13F portfolio, value $10,611,999.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 140,984 shares
    Change vs previous 13F +510 shares

    0.14% of the 13F portfolio, value $11,604,352.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 140,474 shares
    Change vs previous 13F -794 shares

    0.17% of the 13F portfolio, value $10,709,726.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 141,268 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $11,626,326.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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