Annis Gardner Whiting Capital Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Annis Gardner Whiting Capital Advisors’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 Q1	–	Sell	-37	Closed	-$2.54K	–	1370
2025 Q4	$2.54K	Buy	37 +7	+23%	+$465	﹤0.01%	935
2025 Q3	$2.01K	Sell	30 -105	-78%	-$7.35K	﹤0.01%	881
2025 Q2	$10.2K	Buy	135 +94	+229%	+$7.04K	﹤0.01%	709
2025 Q1	$3.38K	Hold	41	–	–	﹤0.01%	657
2024 Q4	$3.14K	Hold	41	–	–	﹤0.01%	653
2024 Q3	$3.38K	Sell	41 -11	-21%	-$857	﹤0.01%	667
2024 Q2	$3.69K	Buy	52 +11	+27%	+$801	﹤0.01%	803
2024 Q1	$3.15K	Buy	41 +11	+37%	+$748	﹤0.01%	813
2023 Q4	$2.07K	Sell	30 -30	-50%	-$1.96K	﹤0.01%	632
2023 Q3	$4.54K	Buy	+60	New	+$5.01K	﹤0.01%	541

Other funds holding MKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's MKC Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of McCormick & Company Non-Voting (MKC) in Q1 2026, closing a stake of 37 shares — an estimated $2.54K sold.

Annis Gardner Whiting Capital Advisors first reported a position in MKC in Q3 2023 and held it in 10 quarters. The position peaked at $10.2K in Q2 2025. 958 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

Annis Gardner Whiting Capital Advisors reported no remaining McCormick & Company Non-Voting position as of Q1 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 37 McCormick & Company Non-Voting shares in Q1 2026, an estimated $2.54K.
Annis Gardner Whiting Capital Advisors first reported a position in McCormick & Company Non-Voting in Q3 2023 and held it in 10 quarters.
Annis Gardner Whiting Capital Advisors's McCormick & Company Non-Voting position peaked at $10.2K in Q2 2025.
958 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.