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Alliance Wealth Advisors (Utah)’s McCormick & Company Non-Voting MKC Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$486K Sell
9,645
-5,712
-37% -$280K 0.09% 138
2026
Q1 		$775K Sell
15,357
-8,428
-35% -$537K 0.17% 92
2025
Q4 		$1.62M Sell
23,785
-13,291
-36% -$883K 0.35% 75
2025
Q3 		$2.48M Sell
37,076
-696
-2% -$48.7K 0.58% 52
2025
Q2 		$2.86M Buy
37,772
+9,934
+36% +$744K 0.69% 49
2025
Q1 		$2.29M Buy
27,838
+68
+0.2% +$5.33K 0.6% 61
2024
Q4 		$2.12M Buy
27,770
+690
+3% +$54.2K 0.55% 63
2024
Q3 		$2.23M Buy
27,080
+1,585
+6% +$124K 0.59% 61
2024
Q2 		$1.81M Buy
25,495
+899
+4% +$65.4K 0.53% 57
2024
Q1 		$1.89M Buy
24,596
+1,600
+7% +$109K 0.56% 54
2023
Q4 		$1.57M Buy
22,996
+206
+0.9% +$13.5K 0.53% 59
2023
Q3 		$1.72M Buy
22,790
+1,085
+5% +$90.6K 0.64% 50
2023
Q2 		$1.89M Buy
21,705
+495
+2% +$43.7K 0.7% 48
2023
Q1 		$1.76M Sell
21,210
-2,597
-11% -$198K 0.71% 46
2022
Q4 		$1.97M Buy
+23,807
New +$1.92M 0.89% 34

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Alliance Wealth Advisors (Utah)'s MKC Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its McCormick & Company Non-Voting (MKC) stake by 37% in Q2 2026, selling an estimated $280K and leaving 9,645 shares worth $486K. The position accounts for 0.09% of the portfolio, ranked #138.

Alliance Wealth Advisors (Utah) first reported a position in MKC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.86M in Q2 2025. 950 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 9,645 shares of McCormick & Company Non-Voting worth $486K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 5,712 McCormick & Company Non-Voting shares in Q2 2026, an estimated $280K.
  • McCormick & Company Non-Voting made up 0.09% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #138 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in McCormick & Company Non-Voting in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s McCormick & Company Non-Voting position peaked at $2.86M in Q2 2025.
  • 950 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.