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

Arkadios 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 		$568K Buy
11,257
+1,505
+15% +$95.9K 0.01% 1053
2025
Q4 		$664K Buy
9,752
+5,639
+137% +$375K 0.01% 881
2025
Q3 		$275K Buy
4,113
+664
+19% +$46.5K 0.01% 1190
2025
Q2 		$262K Buy
3,449
+331
+11% +$24.8K 0.01% 1105
2025
Q1 		$257K Buy
+3,118
New +$244K 0.01% 960
2021
Q4 		– Sell
-74
Closed -$5K – 1299
2021
Q3 		$5K Sell
74
-2
-3% -$172 ﹤0.01% 1605
2021
Q2 		$6K Sell
76
-1
-1% -$89 ﹤0.01% 1675
2021
Q1 		$6K Buy
77
+4
+5% +$356 ﹤0.01% 1323
2020
Q4 		$6K Buy
73
+11
+18% +$1.04K ﹤0.01% 1084
2020
Q3 		$6.18K Buy
+62
New +$6.07K ﹤0.01% 819

Other funds holding MKC

BlackRock
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
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
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
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return