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Atomi Financial Group’s McCormick & Company Non-Voting MKC Stock Holding History

Atomi Financial Group’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
Q3 		– Sell
-2,703
Closed -$205K – 1218
2025
Q2 		$205K Sell
2,703
-438
-14% -$32.8K 0.01% 1035
2025
Q1 		$259K Buy
3,141
+432
+16% +$33.9K 0.01% 844
2024
Q4 		$207K Sell
2,709
-47
-2% -$3.69K 0.01% 907
2024
Q3 		$227K Buy
+2,756
New +$215K 0.01% 800

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Atomi Financial Group's MKC Position: Q3 2025 in Review

Atomi Financial Group sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 2,703 shares — an estimated $205K sold.

Atomi Financial Group first reported a position in MKC in Q3 2024 and held it in 4 quarters. The position peaked at $259K in Q1 2025. 968 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

  • Atomi Financial Group reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
  • Atomi Financial Group sold 2,703 McCormick & Company Non-Voting shares in Q3 2025, an estimated $205K.
  • Atomi Financial Group first reported a position in McCormick & Company Non-Voting in Q3 2024 and held it in 4 quarters.
  • Atomi Financial Group's McCormick & Company Non-Voting position peaked at $259K in Q1 2025.
  • 968 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.