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
2026 Q1	–	Sell	-3,107	Closed	-$212K	–	571
2025 Q4	$212K	Sell	3,107 -189	-6%	-$12.6K	0.01%	707
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

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

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Arete Wealth Advisors's MKC Position: Q1 2026 in Review

Arete Wealth Advisors sold out of McCormick & Company Non-Voting (MKC) in Q1 2026, closing a stake of 3,107 shares — an estimated $212K sold.

Arete Wealth Advisors first reported a position in MKC in Q4 2019 and held it in 10 quarters. The position peaked at $364K in Q3 2023. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

Arete Wealth Advisors reported no remaining McCormick & Company Non-Voting position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 3,107 McCormick & Company Non-Voting shares in Q1 2026, an estimated $212K.
Arete Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q4 2019 and held it in 10 quarters.
Arete Wealth Advisors's McCormick & Company Non-Voting position peaked at $364K in Q3 2023.
953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.