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

AllSquare 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
2025 Q3	$13.4K	Hold	200	–	–	0.01%	357
2025 Q2	$15.2K	Hold	200	–	–	0.01%	345
2025 Q1	$16.5K	Hold	200	–	–	0.01%	331
2024 Q4	$15.2K	Hold	200	–	–	0.01%	334
2024 Q3	$16.5K	Hold	200	–	–	0.01%	331
2024 Q2	$14.2K	Hold	200	–	–	0.01%	341
2024 Q1	$15.4K	Hold	200	–	–	0.01%	338
2023 Q4	$13.7K	Hold	200	–	–	0.01%	342
2023 Q3	$15.1K	Hold	200	–	–	0.01%	325
2023 Q2	$17.1K	Hold	200	–	–	0.01%	314
2023 Q1	$16.6K	Hold	200	–	–	0.01%	319
2022 Q4	$16.6K	Hold	200	–	–	0.01%	307
2022 Q3	$14K	Hold	200	–	–	0.01%	316
2022 Q2	$17K	Hold	200	–	–	0.01%	304
2022 Q1	$20K	Hold	200	–	–	0.01%	313
2021 Q4	$19K	Hold	200	–	–	0.01%	323
2021 Q3	$16K	Hold	200	–	–	0.01%	334
2021 Q2	$18K	Hold	200	–	–	0.01%	332
2021 Q1	$18K	Hold	200	–	–	0.01%	319
2020 Q4	$19K	Hold	200	–	–	0.01%	284
2020 Q3	$19K	Hold	200	–	–	0.01%	271
2020 Q2	$18K	Hold	200	–	–	0.01%	271
2020 Q1	$14K	Hold	200	–	–	0.01%	269
2019 Q4	$17K	Hold	200	–	–	0.01%	277
2019 Q3	$16K	Hold	200	–	–	0.01%	281
2019 Q2	$16K	Hold	200	–	–	0.01%	283
2019 Q1	$15K	Hold	200	–	–	0.01%	290
2018 Q4	$14K	Hold	200	–	–	0.01%	278
2018 Q3	$13K	Hold	200	–	–	0.01%	316
2018 Q2	$12K	Hold	200	–	–	0.01%	317
2018 Q1	$11K	Hold	200	–	–	0.01%	273
2017 Q4	$10K	Hold	200	–	–	0.01%	284
2017 Q3	$10K	Hold	200	–	–	0.01%	266
2017 Q2	$10K	Hold	200	–	–	0.01%	132
2017 Q1	$10K	Buy	+200	New	+$9.68K	0.01%	260

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllSquare Wealth Management's MKC Position: Q3 2025 in Review

AllSquare Wealth Management held its McCormick & Company Non-Voting (MKC) position steady in Q3 2025 at 200 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #357.

AllSquare Wealth Management first reported a position in MKC in Q1 2017 and has held it in 35 quarters since. The position peaked at $20K in Q1 2022. 968 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

AllSquare Wealth Management held 200 shares of McCormick & Company Non-Voting worth $13.4K as of Q3 2025.
AllSquare Wealth Management left its McCormick & Company Non-Voting share count unchanged in Q3 2025.
McCormick & Company Non-Voting made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #357 holding.
AllSquare Wealth Management first reported a position in McCormick & Company Non-Voting in Q1 2017 and has held it in 35 quarters since.
AllSquare Wealth Management's McCormick & Company Non-Voting position peaked at $20K in Q1 2022.
968 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.