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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
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

ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Activest Wealth Management's MKC Position: Q2 2026 in Review

Activest Wealth Management opened a new position in McCormick & Company Non-Voting (MKC) in Q2 2026: 22 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #942 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in MKC as recently as Q3 2025.

Activest Wealth Management first reported a position in MKC in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.61K in Q1 2025. 310 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Activest Wealth Management held 22 shares of McCormick & Company Non-Voting worth $1.11K as of Q2 2026.
  • McCormick & Company Non-Voting was a new Activest Wealth Management position in Q2 2026.
  • McCormick & Company Non-Voting made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #942 holding.
  • Activest Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2024 and has held it in 5 quarters since.
  • Activest Wealth Management's McCormick & Company Non-Voting position peaked at $4.61K in Q1 2025.
  • 310 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.