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

Avion Wealth’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
Q2 		$4K Buy
83
+73
+730% +$3.58K ﹤0.01% 863
2026
Q1 		$0 Sell
10
-23
-70% -$1.47K ﹤0.01% 1462
2025
Q4 		$2K Sell
33
-14
-30% -$930 ﹤0.01% 893
2025
Q3 		$3K Buy
47
+16
+52% +$1.12K ﹤0.01% 771
2025
Q2 		$2K Buy
31
+1
+3% +$75 ﹤0.01% 833
2025
Q1 		$2K Hold
30
– – ﹤0.01% 742
2024
Q4 		$2K Buy
30
+6
+25% +$471 ﹤0.01% 739
2024
Q3 		$1K Buy
24
+7
+41% +$546 ﹤0.01% 849
2024
Q2 		$1K Hold
17
– – ﹤0.01% 769
2024
Q1 		$2K Buy
17
+7
+70% +$476 ﹤0.01% 719
2023
Q4 		$1K Sell
10
-4
-29% -$262 ﹤0.01% 873
2023
Q3 		$1K Buy
14
+7
+100% +$585 ﹤0.01% 676
2023
Q2 		$0 Buy
+7
New +$619 ﹤0.01% 923

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avion Wealth's MKC Position: Q2 2026 in Review

Avion Wealth increased its McCormick & Company Non-Voting (MKC) stake by 730% in Q2 2026, buying an estimated $3.58K and bringing the position to 83 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Avion Wealth first reported a position in MKC in Q2 2023 and has held it in 13 quarters since. 948 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Avion Wealth held 83 shares of McCormick & Company Non-Voting worth $4K as of Q2 2026.
  • Avion Wealth bought 73 McCormick & Company Non-Voting shares in Q2 2026, an estimated $3.58K.
  • McCormick & Company Non-Voting made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #863 holding.
  • Avion Wealth first reported a position in McCormick & Company Non-Voting in Q2 2023 and has held it in 13 quarters since.
  • 948 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.