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

Activest 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 Q3	–	Sell	-22	Closed	-$1.11K	–	1248
2026 Q2	$1.11K	Buy	+22	New	+$1.08K	﹤0.01%	942
2025 Q4	–	Sell	-11	Closed	-$736	–	1244
2025 Q3	$736	Buy	11 +3	+38%	+$210	﹤0.01%	914
2025 Q2	$607	Sell	8 -48	-86%	-$3.6K	﹤0.01%	839
2025 Q1	$4.61K	Buy	56 +53	+1,767%	+$4.15K	﹤0.01%	516
2024 Q4	$229	Buy	+3	New	+$236	﹤0.01%	630

Other funds holding MKC

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Activest Wealth Management's MKC Position: Q3 2026 in Review

Activest Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q3 2026, closing a stake of 22 shares — an estimated $1.11K sold.

Activest Wealth Management first reported a position in MKC in Q4 2024 and held it in 5 quarters. The position peaked at $4.61K in Q1 2025. 517 funds tracked by Wall St. Rank hold MKC as of Q3 2026.

Activest Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q3 2026 after selling out during the quarter.
Activest Wealth Management sold 22 McCormick & Company Non-Voting shares in Q3 2026, an estimated $1.11K.
Activest Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2024 and held it in 5 quarters.
Activest Wealth Management's McCormick & Company Non-Voting position peaked at $4.61K in Q1 2025.
517 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.