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Atria Wealth Solutions’s McCormick & Company Non-Voting MKC Stock Holding History

Atria Wealth Solutions’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
Q2 		$299K Sell
3,937
-2,574
-40% -$193K 0.01% 1151
2025
Q1 		$536K Sell
6,511
-9,842
-60% -$771K 0.01% 1164
2024
Q4 		$1.25M Sell
16,353
-253
-2% -$19.9K 0.01% 832
2024
Q3 		$1.37M Buy
16,606
+314
+2% +$24.5K 0.01% 797
2024
Q2 		$1.16M Buy
16,292
+1,343
+9% +$97.8K 0.01% 828
2024
Q1 		$1.15M Buy
14,949
+7,133
+91% +$485K 0.01% 853
2023
Q4 		$537K Buy
7,816
+313
+4% +$20.5K 0.01% 1169
2023
Q3 		$568K Sell
7,503
-567
-7% -$47.4K 0.01% 1075
2023
Q2 		$704K Sell
8,070
-195
-2% -$17.2K 0.01% 1004
2023
Q1 		$688K Sell
8,265
-7,739
-48% -$590K 0.01% 974
2022
Q4 		$1.33M Sell
16,004
-1,598
-9% -$129K 0.02% 641
2022
Q3 		$1.25M Buy
17,602
+6,974
+66% +$585K 0.02% 637
2022
Q2 		$885K Sell
10,628
-1,505
-12% -$143K 0.02% 747
2022
Q1 		$1.21M Buy
+12,133
New +$1.19M 0.02% 648

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's MKC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its McCormick & Company Non-Voting (MKC) stake by 40% in Q2 2025, selling an estimated $193K and leaving 3,937 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1151.

Atria Wealth Solutions first reported a position in MKC in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.37M in Q3 2024. 1,029 funds tracked by Wall St. Rank hold MKC as of Q2 2025.

  • Atria Wealth Solutions held 3,937 shares of McCormick & Company Non-Voting worth $299K as of Q2 2025.
  • Atria Wealth Solutions sold 2,574 McCormick & Company Non-Voting shares in Q2 2025, an estimated $193K.
  • McCormick & Company Non-Voting made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1151 holding.
  • Atria Wealth Solutions first reported a position in McCormick & Company Non-Voting in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's McCormick & Company Non-Voting position peaked at $1.37M in Q3 2024.
  • 1,029 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.