Action Point Financial Planning’s McCormick & Company Voting MKC.V Stock Holding History

Action Point Financial Planning’s Portfolio MKC.V Stock Details MKC.V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$152	Buy	+3	New	+$147	﹤0.01%	2714

Other funds holding MKC.V

Dearborn Partners Chicago, Illinois $1.77B AUM 9.47% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Evelyn Partners London $46.9B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Action Point Financial Planning's MKC.V Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in McCormick & Company Voting (MKC.V) in Q2 2026: 3 shares worth $152. The stake represents ﹤0.01% of the portfolio and ranks #2714 among its holdings.

69 funds tracked by Wall St. Rank hold MKC.V as of Q2 2026.

Action Point Financial Planning held 3 shares of McCormick & Company Voting worth $152 as of Q2 2026.
McCormick & Company Voting was a new Action Point Financial Planning position in Q2 2026.
McCormick & Company Voting made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2714 holding.
69 funds tracked by Wall St. Rank held McCormick & Company Voting as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.