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

Axxcess 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
2026
Q1 		– Sell
-6,905
Closed -$470K – 757
2025
Q4 		$470K Sell
6,905
-4,793
-41% -$318K 0.01% 720
2025
Q3 		$783K Sell
11,698
-5,432
-32% -$380K 0.02% 504
2025
Q2 		$1.3M Sell
17,130
-812
-5% -$60.8K 0.03% 369
2025
Q1 		$1.48M Sell
17,942
-1,796
-9% -$141K 0.04% 313
2024
Q4 		$1.5M Buy
19,738
+1,047
+6% +$82.3K 0.04% 335
2024
Q3 		$1.54M Sell
18,691
-1,263
-6% -$98.4K 0.04% 319
2024
Q2 		$1.42M Buy
19,954
+4,677
+31% +$340K 0.04% 311
2024
Q1 		$1.17M Sell
15,277
-1,172
-7% -$79.6K 0.03% 340
2023
Q4 		$1.13M Buy
16,449
+2,202
+15% +$144K 0.03% 331
2023
Q3 		$1.08M Buy
14,247
+1,731
+14% +$145K 0.04% 308
2023
Q2 		$1.09M Buy
12,516
+5,420
+76% +$479K 0.08% 211
2023
Q1 		$590K Buy
7,096
+437
+7% +$33.3K 0.04% 343
2022
Q4 		$552K Buy
+6,659
New +$537K 0.05% 344

Other funds holding MKC

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Axxcess Wealth Management's MKC Position: Q1 2026 in Review

Axxcess Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q1 2026, closing a stake of 6,905 shares — an estimated $470K sold.

Axxcess Wealth Management first reported a position in MKC in Q4 2022 and held it in 13 quarters. The position peaked at $1.54M in Q3 2024. 961 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Axxcess Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,905 McCormick & Company Non-Voting shares in Q1 2026, an estimated $470K.
  • Axxcess Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2022 and held it in 13 quarters.
  • Axxcess Wealth Management's McCormick & Company Non-Voting position peaked at $1.54M in Q3 2024.
  • 961 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.