Abound Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Abound Wealth Management’s Portfolio MKC Stock Details MKC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-33	Closed	-$1.67K	–	1496
2026 Q1	$1.67K	Sell	33 -9	-21%	-$573	﹤0.01%	935
2025 Q4	$2.83K	Hold	42	–	–	﹤0.01%	789
2025 Q3	$2.78K	Sell	42 -2	-5%	-$140	﹤0.01%	758
2025 Q2	$3.3K	Sell	44 -13	-23%	-$974	﹤0.01%	668
2025 Q1	$4.73K	Sell	57 -20	-26%	-$1.57K	﹤0.01%	552
2024 Q4	$5.89K	Hold	77	–	–	﹤0.01%	491
2024 Q3	$6.35K	Buy	77 +14	+22%	+$1.09K	﹤0.01%	501
2024 Q2	$4.47K	Sell	63 -8	-11%	-$582	﹤0.01%	526
2024 Q1	$5.47K	Buy	71 +4	+6%	+$272	﹤0.01%	500
2023 Q4	$4.59K	Sell	67 -3	-4%	-$196	﹤0.01%	529
2023 Q3	$5.3K	Sell	70 -5	-7%	-$418	﹤0.01%	452
2023 Q2	$6.54K	Buy	75 +22	+42%	+$1.94K	﹤0.01%	426
2023 Q1	$4.41K	Buy	53 +25	+89%	+$1.91K	﹤0.01%	440
2022 Q4	$2.32K	Hold	28	–	–	﹤0.01%	520
2022 Q3	$2K	Buy	+28	New	+$2.35K	﹤0.01%	485

Other funds holding MKC

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return