AIS
MKC icon

Advocate Investing Services’s McCormick & Company Non-Voting MKC Stock Holding History

Advocate Investing Services’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 		$23.7K Buy
471
+210
+80% +$10.3K 0.02% 216
2026
Q1 		$13.2K Hold
261
– – 0.01% 225
2025
Q4 		$17.8K Buy
+261
New +$17.3K 0.02% 198

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advocate Investing Services's MKC Position: Q2 2026 in Review

Advocate Investing Services increased its McCormick & Company Non-Voting (MKC) stake by 80% in Q2 2026, buying an estimated $10.3K and bringing the position to 471 shares worth $23.7K. The position accounts for 0.02% of the portfolio, ranked #216.

Advocate Investing Services first reported a position in MKC in Q4 2025 and has held it in 3 quarters since. 950 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Advocate Investing Services held 471 shares of McCormick & Company Non-Voting worth $23.7K as of Q2 2026.
  • Advocate Investing Services bought 210 McCormick & Company Non-Voting shares in Q2 2026, an estimated $10.3K.
  • McCormick & Company Non-Voting made up 0.02% of Advocate Investing Services's portfolio in Q2 2026, its #216 holding.
  • Advocate Investing Services first reported a position in McCormick & Company Non-Voting in Q4 2025 and has held it in 3 quarters since.
  • 950 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.