Avantax Advisory Services’s McCormick & Company Non-Voting MKC Stock Holding History

Avantax Advisory Services’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	$1.76M	Sell	23,203 -3,051	-12%	-$229K	0.01%	865
2025 Q1	$2.16M	Buy	26,254 +104	+0.4%	+$8.15K	0.01%	701
2024 Q4	$1.99M	Buy	26,150 +488	+2%	+$38.3K	0.01%	712
2024 Q3	$2.11M	Buy	25,662 +508	+2%	+$39.6K	0.01%	677
2024 Q2	$1.78M	Buy	25,154 +7,837	+45%	+$570K	0.01%	702
2024 Q1	$1.33M	Sell	17,317 -11,118	-39%	-$756K	0.01%	658
2023 Q4	$1.95M	Sell	28,435 -504	-2%	-$33K	0.02%	507
2023 Q3	$2.19M	Sell	28,939 -1,961	-6%	-$164K	0.02%	435
2023 Q2	$2.7M	Buy	30,900 +1,618	+6%	+$143K	0.03%	377
2023 Q1	$2.44M	Buy	29,282 +199	+0.7%	+$15.2K	0.03%	382
2022 Q4	$2.41M	Buy	29,083 +2,852	+11%	+$230K	0.03%	369
2022 Q3	$1.87M	Buy	26,231 +1,179	+5%	+$98.9K	0.03%	391
2022 Q2	$2.09M	Buy	25,052 +12,061	+93%	+$1.14M	0.03%	366
2022 Q1	$1.29M	Sell	12,991 -168	-1%	-$16.4K	0.02%	476
2021 Q4	$1.27M	Sell	13,159 -939	-7%	-$80K	0.02%	459
2021 Q3	$1.14M	Sell	14,098 -250	-2%	-$21.5K	0.02%	448
2021 Q2	$1.27M	Buy	14,348 +1,611	+13%	+$144K	0.02%	428
2021 Q1	$1.14M	Buy	12,737 +671	+6%	+$59.7K	0.02%	398
2020 Q4	$1.16M	Buy	12,066 +3,026	+33%	+$286K	0.03%	366
2020 Q3	$880K	Buy	9,040 +5,808	+180%	+$568K	0.01%	574
2020 Q2	$290K	Buy	+3,232	New	+$266K	0.01%	647
2020 Q1	–	Sell	-2,576	Closed	-$218K	–	856
2019 Q4	$218K	Buy	+2,576	New	+$213K	0.01%	755

Other funds holding MKC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's MKC Position: Q2 2025 in Review

Avantax Advisory Services reduced its McCormick & Company Non-Voting (MKC) stake by 12% in Q2 2025, selling an estimated $229K and leaving 23,203 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #865.

Avantax Advisory Services first reported a position in MKC in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.7M in Q2 2023. 1,029 funds tracked by Wall St. Rank hold MKC as of Q2 2025.

Avantax Advisory Services held 23,203 shares of McCormick & Company Non-Voting worth $1.76M as of Q2 2025.
Avantax Advisory Services sold 3,051 McCormick & Company Non-Voting shares in Q2 2025, an estimated $229K.
McCormick & Company Non-Voting made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #865 holding.
Avantax Advisory Services first reported a position in McCormick & Company Non-Voting in Q4 2019 and has held it in 22 quarters since.
Avantax Advisory Services's McCormick & Company Non-Voting position peaked at $2.7M in Q2 2023.
1,029 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.