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Acorn Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Acorn Wealth Advisors’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
2025
Q3 		– Sell
-2,906
Closed -$220K – 285
2025
Q2 		$220K Sell
2,906
-1
-0% -$75 0.08% 229
2025
Q1 		$239K Buy
2,907
+1
+0% +$78 0.1% 206
2024
Q4 		$222K Buy
2,906
+5
+0.2% +$393 0.09% 216
2024
Q3 		$239K Buy
2,901
+3
+0.1% +$234 0.1% 200
2024
Q2 		$206K Buy
2,898
+2
+0.1% +$146 0.1% 196
2024
Q1 		$222K Buy
+2,896
New +$197K 0.12% 183

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Acorn Wealth Advisors's MKC Position: Q3 2025 in Review

Acorn Wealth Advisors sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 2,906 shares — an estimated $220K sold.

Acorn Wealth Advisors first reported a position in MKC in Q1 2024 and held it in 6 quarters. The position peaked at $239K in Q1 2025. 970 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

  • Acorn Wealth Advisors reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
  • Acorn Wealth Advisors sold 2,906 McCormick & Company Non-Voting shares in Q3 2025, an estimated $220K.
  • Acorn Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q1 2024 and held it in 6 quarters.
  • Acorn Wealth Advisors's McCormick & Company Non-Voting position peaked at $239K in Q1 2025.
  • 970 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on Acorn Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.