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Williams Jones Wealth Management, LLC.: MKC position timeline

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

Williams Jones Wealth Management, LLC. held 116,554 MKC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,554 shares
    Change vs previous 13F -573,030 shares

    0.07% of the 13F portfolio, value $5,876,653.

    13F-HR 0001104659-26-090796 filed by Williams Jones 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 689,584 shares
    Change vs previous 13F -73,052 shares

    0.43% of the 13F portfolio, value $34,782,617.

    13F-HR 0001104659-26-055404 filed by Williams Jones 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 762,636 shares
    Change vs previous 13F -11,833 shares

    0.59% of the 13F portfolio, value $51,943,138.

    13F-HR 0001104659-26-015161 filed by Williams Jones 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 774,469 shares
    Change vs previous 13F -4,997 shares

    0.59% of the 13F portfolio, value $51,819,721.

    13F-HR 0001104659-25-112450 filed by Williams Jones 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 779,466 shares
    Change vs previous 13F -5,074 shares

    0.71% of the 13F portfolio, value $59,099,112.

    13F-HR 0001104659-25-078575 filed by Williams Jones 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 784,540 shares
    Change vs previous 13F -25,492 shares

    0.83% of the 13F portfolio, value $64,575,488.

    13F-HR 0001104659-25-049421 filed by Williams Jones 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 810,032 shares
    Change vs previous 13F -26,884 shares

    0.74% of the 13F portfolio, value $61,756,840.

    13F-HR 0001104659-25-013487 filed by Williams Jones 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 836,916 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $68,878,186.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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