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Disclosery

Creative Planning: MKC position timeline

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

Creative Planning held 348,554 MKC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 348,554 shares
    Change vs previous 13F +253,398 shares

    0.01% of the 13F portfolio, value $17,574,098.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 95,156 shares
    Change vs previous 13F +17,422 shares

    <0.01% of the 13F portfolio, value $4,799,679.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 77,734 shares
    Change vs previous 13F -2,253 shares

    <0.01% of the 13F portfolio, value $5,294,466.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 79,987 shares
    Change vs previous 13F -11,854 shares

    <0.01% of the 13F portfolio, value $5,351,936.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 91,841 shares
    Change vs previous 13F +18,569 shares

    0.01% of the 13F portfolio, value $6,963,384.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 73,272 shares
    Change vs previous 13F -54,077 shares

    0.01% of the 13F portfolio, value $6,031,039.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 127,349 shares
    Change vs previous 13F -6,166 shares

    0.01% of the 13F portfolio, value $9,709,089.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 133,515 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,988,301.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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