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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
Q2 		$550K Sell
10,913
-344
-3% -$16.9K 0.01% 1080
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arkadios Wealth Advisors's MKC Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 3.1% in Q2 2026, selling an estimated $16.9K and leaving 10,913 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #1080.

Arkadios Wealth Advisors first reported a position in MKC in Q3 2020 and has held it in 11 quarters since. The position peaked at $664K in Q4 2025. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Arkadios Wealth Advisors held 10,913 shares of McCormick & Company Non-Voting worth $550K as of Q2 2026.
  • Arkadios Wealth Advisors sold 344 McCormick & Company Non-Voting shares in Q2 2026, an estimated $16.9K.
  • McCormick & Company Non-Voting made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1080 holding.
  • Arkadios Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q3 2020 and has held it in 11 quarters since.
  • Arkadios Wealth Advisors's McCormick & Company Non-Voting position peaked at $664K in Q4 2025.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.