Arete Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Arete Wealth 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	-3,296	Closed	-$221K	–	600
2025 Q3	$221K	Sell	3,296 -17	-0.5%	-$1.19K	0.01%	699
2025 Q2	$251K	Buy	3,313 +419	+14%	+$31.4K	0.02%	619
2025 Q1	$238K	Sell	2,894 -1,227	-30%	-$96.2K	0.02%	615
2024 Q4	$314K	Buy	4,121 +1	+0%	+$79	0.02%	537
2024 Q3	$340K	Sell	4,120 -609	-13%	-$47.5K	0.03%	481
2024 Q2	$335K	Buy	+4,729	New	+$344K	0.03%	509
2024 Q1	–	Sell	-4,750	Closed	-$325K	–	588
2023 Q4	$325K	Sell	4,750 -57	-1%	-$3.73K	0.02%	535
2023 Q3	$364K	Buy	+4,807	New	+$402K	0.06%	304
2020 Q1	–	Sell	-2,474	Closed	-$210K	–	386
2019 Q4	$210K	Buy	+2,474	New	+$205K	0.04%	364

Other funds holding MKC

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arete Wealth Advisors's MKC Position: Q4 2025 in Review

Arete Wealth Advisors sold out of McCormick & Company Non-Voting (MKC) in Q4 2025, closing a stake of 3,296 shares — an estimated $221K sold.

Arete Wealth Advisors first reported a position in MKC in Q4 2019 and held it in 9 quarters. The position peaked at $364K in Q3 2023. 986 funds tracked by Wall St. Rank hold MKC as of Q4 2025.

Arete Wealth Advisors reported no remaining McCormick & Company Non-Voting position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 3,296 McCormick & Company Non-Voting shares in Q4 2025, an estimated $221K.
Arete Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q4 2019 and held it in 9 quarters.
Arete Wealth Advisors's McCormick & Company Non-Voting position peaked at $364K in Q3 2023.
986 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.