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Arbor Investment Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Arbor Investment 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
2025
Q4 		– Sell
-3,545
Closed -$237K – 124
2025
Q3 		$237K Buy
+3,545
New +$248K 0.03% 111
2024
Q4 		– Sell
-3,632
Closed -$299K – 117
2024
Q3 		$299K Buy
+3,632
New +$283K 0.04% 89

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arbor Investment Advisors's MKC Position: Q4 2025 in Review

Arbor Investment Advisors sold out of McCormick & Company Non-Voting (MKC) in Q4 2025, closing a stake of 3,545 shares — an estimated $237K sold.

Arbor Investment Advisors first reported a position in MKC in Q3 2024 and held it in 2 quarters. The position peaked at $299K in Q3 2024. 987 funds tracked by Wall St. Rank hold MKC as of Q4 2025.

  • Arbor Investment Advisors reported no remaining McCormick & Company Non-Voting position as of Q4 2025 after selling out during the quarter.
  • Arbor Investment Advisors sold 3,545 McCormick & Company Non-Voting shares in Q4 2025, an estimated $237K.
  • Arbor Investment Advisors first reported a position in McCormick & Company Non-Voting in Q3 2024 and held it in 2 quarters.
  • Arbor Investment Advisors's McCormick & Company Non-Voting position peaked at $299K in Q3 2024.
  • 987 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2025.

Based on Arbor Investment Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.