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

AE 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 		$881K Buy
17,467
+6,461
+59% +$317K ﹤0.01% 963
2026
Q1 		$555K Buy
11,006
+7,935
+258% +$505K ﹤0.01% 1057
2025
Q4 		$209K Sell
3,071
-11,611
-79% -$771K ﹤0.01% 1504
2025
Q3 		$982K Buy
14,682
+329
+2% +$23K 0.01% 755
2025
Q2 		$1.09M Sell
14,353
-80,414
-85% -$6.02M 0.01% 704
2025
Q1 		$7.8M Buy
94,767
+80,329
+556% +$6.3M 0.07% 272
2024
Q4 		$1.1M Sell
14,438
-337
-2% -$26.5K 0.01% 677
2024
Q3 		$1.22M Buy
14,775
+8,790
+147% +$685K 0.01% 655
2024
Q2 		$425K Buy
+5,985
New +$436K ﹤0.01% 929
2024
Q1 		– Sell
-9,506
Closed -$657K – 1665
2023
Q4 		$657K Sell
9,506
-1,461
-13% -$95.6K ﹤0.01% 1310
2023
Q3 		$830K Sell
10,967
-1,161
-10% -$97K 0.01% 1174
2023
Q2 		$1.06M Sell
12,128
-4,936
-29% -$436K 0.01% 1069
2023
Q1 		$1.42M Sell
17,064
-2,937
-15% -$224K 0.01% 917
2022
Q4 		$1.66M Sell
20,001
-4,311
-18% -$348K 0.01% 813
2022
Q3 		$1.73M Buy
24,312
+2,327
+11% +$195K 0.01% 749
2022
Q2 		$1.83M Sell
21,985
-129
-0.6% -$12.2K 0.01% 699
2022
Q1 		$2.21M Buy
22,114
+1,011
+5% +$98.8K 0.02% 682
2021
Q4 		$2.04M Sell
21,103
-2,156
-9% -$184K 0.01% 694
2021
Q3 		$1.89M Buy
23,259
+2,571
+12% +$221K 0.02% 670
2021
Q2 		$1.83M Buy
20,688
+10,484
+103% +$935K 0.02% 668
2021
Q1 		$910K Buy
10,204
+738
+8% +$65.7K 0.01% 804
2020
Q4 		$905K Buy
9,466
+944
+11% +$89.1K 0.01% 738
2020
Q3 		$827K Sell
8,522
-12,944
-60% -$1.27M 0.01% 691
2020
Q2 		$1.93M Sell
21,466
-5,706
-21% -$470K 0.03% 425
2020
Q1 		$1.92M Buy
27,172
+3,390
+14% +$263K 0.04% 320
2019
Q4 		$2.02M Buy
23,782
+6,670
+39% +$552K 0.04% 342
2019
Q3 		$1.34M Sell
17,112
-10,936
-39% -$879K 0.04% 366
2019
Q2 		$2.17M Buy
28,048
+21,330
+318% +$1.64M 0.07% 226
2019
Q1 		$506K Buy
+6,718
New +$453K 0.04% 337

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

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

AE Wealth Management increased its McCormick & Company Non-Voting (MKC) stake by 59% in Q2 2026, buying an estimated $317K and bringing the position to 17,467 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

AE Wealth Management first reported a position in MKC in Q1 2019 and has held it in 29 quarters since. The position peaked at $7.8M in Q1 2025. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • AE Wealth Management held 17,467 shares of McCormick & Company Non-Voting worth $881K as of Q2 2026.
  • AE Wealth Management bought 6,461 McCormick & Company Non-Voting shares in Q2 2026, an estimated $317K.
  • McCormick & Company Non-Voting made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #963 holding.
  • AE Wealth Management first reported a position in McCormick & Company Non-Voting in Q1 2019 and has held it in 29 quarters since.
  • AE Wealth Management's McCormick & Company Non-Voting position peaked at $7.8M in Q1 2025.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.