Atlantic Private Wealth’s McCormick & Company Non-Voting MKC Stock Holding History

Atlantic Private Wealth’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	$20.2K	Hold	400	–	–	0.01%	174
2025 Q4	$27.2K	Hold	400	–	–	0.02%	152
2025 Q3	$26.8K	Hold	400	–	–	0.02%	139
2025 Q2	$30.3K	Hold	400	–	–	0.02%	129
2025 Q1	$32.9K	Hold	400	–	–	0.02%	132
2024 Q4	$30.5K	Hold	400	–	–	0.02%	115
2024 Q3	$32.9K	Buy	+400	New	+$31.2K	0.02%	105

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

Atlantic Private Wealth's MKC Position: Q1 2026 in Review

Atlantic Private Wealth held its McCormick & Company Non-Voting (MKC) position steady in Q1 2026 at 400 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #174.

Atlantic Private Wealth first reported a position in MKC in Q3 2024 and has held it in 7 quarters since. The position peaked at $32.9K in Q1 2025. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

Atlantic Private Wealth held 400 shares of McCormick & Company Non-Voting worth $20.2K as of Q1 2026.
Atlantic Private Wealth left its McCormick & Company Non-Voting share count unchanged in Q1 2026.
McCormick & Company Non-Voting made up 0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #174 holding.
Atlantic Private Wealth first reported a position in McCormick & Company Non-Voting in Q3 2024 and has held it in 7 quarters since.
Atlantic Private Wealth's McCormick & Company Non-Voting position peaked at $32.9K in Q1 2025.
953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.