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Anderson Financial Strategies’s McCormick & Company Non-Voting MKC Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-1,933
Closed -$159K – 142
2025
Q1 		$159K Buy
+1,933
New +$151K 0.1% 62

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T. Rowe Price Investment Management
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DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anderson Financial Strategies's MKC Position: Q2 2025 in Review

Anderson Financial Strategies sold out of McCormick & Company Non-Voting (MKC) in Q2 2025, closing a stake of 1,933 shares — an estimated $159K sold.

Anderson Financial Strategies first reported a position in MKC in Q1 2025 and held it in 1 quarter. The position peaked at $159K in Q1 2025. 1,029 funds tracked by Wall St. Rank hold MKC as of Q2 2025.

  • Anderson Financial Strategies reported no remaining McCormick & Company Non-Voting position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 1,933 McCormick & Company Non-Voting shares in Q2 2025, an estimated $159K.
  • Anderson Financial Strategies first reported a position in McCormick & Company Non-Voting in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's McCormick & Company Non-Voting position peaked at $159K in Q1 2025.
  • 1,029 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.