Avantax Planning Partners’s McCormick & Company Non-Voting MKC Stock Holding History

Avantax Planning Partners’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	–	Sell	-3,004	Closed	-$205K	–	453
2025 Q4	$205K	Hold	3,004	–	–	0.01%	425
2025 Q3	$201K	Hold	3,004	–	–	0.01%	426
2025 Q2	$228K	Hold	3,004	–	–	0.01%	408
2025 Q1	$247K	Sell	3,004 -25	-0.8%	-$1.96K	0.01%	371
2024 Q4	$231K	Buy	3,029 +25	+0.8%	+$1.96K	0.01%	382
2024 Q3	$247K	Sell	3,004 -200	-6%	-$15.6K	0.01%	372
2024 Q2	$227K	Buy	3,204 +242	+8%	+$17.6K	0.01%	416
2024 Q1	$228K	Hold	2,962	–	–	0.01%	420
2023 Q4	$203K	Hold	2,962	–	–	0.01%	358
2023 Q3	$224K	Hold	2,962	–	–	0.01%	331
2023 Q2	$258K	Sell	2,962 -406	-12%	-$35.9K	0.01%	321
2023 Q1	$280K	Buy	+3,368	New	+$257K	0.01%	310
2018 Q4	–	Sell	-1,848	Closed	-$122K	–	841
2018 Q3	$122K	Buy	+1,848	New	+$114K	0.01%	308
2018 Q2	–	Sell	-1,694	Closed	-$89K	–	974
2018 Q1	$89K	Buy	+1,694	New	+$89.1K	0.01%	428

Other funds holding MKC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Avantax Planning Partners's MKC Position: Q1 2026 in Review

Avantax Planning Partners sold out of McCormick & Company Non-Voting (MKC) in Q1 2026, closing a stake of 3,004 shares — an estimated $205K sold.

Avantax Planning Partners first reported a position in MKC in Q1 2018 and held it in 14 quarters. The position peaked at $280K in Q1 2023. 961 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

Avantax Planning Partners reported no remaining McCormick & Company Non-Voting position as of Q1 2026 after selling out during the quarter.
Avantax Planning Partners sold 3,004 McCormick & Company Non-Voting shares in Q1 2026, an estimated $205K.
Avantax Planning Partners first reported a position in McCormick & Company Non-Voting in Q1 2018 and held it in 14 quarters.
Avantax Planning Partners's McCormick & Company Non-Voting position peaked at $280K in Q1 2023.
961 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.