Atticus Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Atticus Wealth Management’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	-490	Closed	-$37.2K	–	457
2025 Q2	$37.2K	Hold	490	–	–	0.01%	346
2025 Q1	$40.3K	Hold	490	–	–	0.01%	247
2024 Q4	$37.4K	Hold	490	–	–	0.01%	273
2024 Q3	$40.3K	Sell	490 -10	-2%	-$779	0.01%	260
2024 Q2	$35.5K	Hold	500	–	–	0.01%	264
2024 Q1	$38.4K	Hold	500	–	–	0.01%	268
2023 Q4	$34.2K	Hold	500	–	–	0.01%	278
2023 Q3	$37.8K	Hold	500	–	–	0.01%	278
2023 Q2	$43.6K	Hold	500	–	–	0.02%	272
2023 Q1	$41.6K	Hold	500	–	–	0.02%	267
2022 Q4	$41.4K	Hold	500	–	–	0.02%	274
2022 Q3	$42K	Hold	500	–	–	0.02%	253
2022 Q2	$42K	Buy	500 +220	+79%	+$20.8K	0.02%	275
2022 Q1	$28K	Sell	280 -200	-42%	-$19.6K	0.01%	299
2021 Q4	$46K	Buy	+480	New	+$40.9K	0.02%	234

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Atticus Wealth Management's MKC Position: Q3 2025 in Review

Atticus Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 490 shares — an estimated $37.2K sold.

Atticus Wealth Management first reported a position in MKC in Q4 2021 and held it in 15 quarters. The position peaked at $46K in Q4 2021. 969 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

Atticus Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 490 McCormick & Company Non-Voting shares in Q3 2025, an estimated $37.2K.
Atticus Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2021 and held it in 15 quarters.
Atticus Wealth Management's McCormick & Company Non-Voting position peaked at $46K in Q4 2021.
969 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.