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B. Riley Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-2,752
Closed -$227K – 1252
2025
Q1 		$227K Buy
2,752
+54
+2% +$4.23K 0.01% 1100
2024
Q4 		$207K Sell
2,698
-23
-0.8% -$1.81K 0.01% 1031
2024
Q3 		$223K Sell
2,721
-516
-16% -$40.2K 0.01% 1090
2024
Q2 		$230K Sell
3,237
-1,379
-30% -$100K 0.01% 1155
2024
Q1 		$349K Buy
4,616
+419
+10% +$28.5K 0.01% 970
2023
Q4 		$289K Sell
4,197
-419
-9% -$27.4K 0.01% 1069
2023
Q3 		$349K Sell
4,616
-139
-3% -$11.6K 0.01% 970
2023
Q2 		$415K Buy
4,755
+506
+12% +$44.7K 0.01% 951
2023
Q1 		$354K Sell
4,249
-234
-5% -$17.8K 0.01% 978
2022
Q4 		$373K Sell
4,483
-125
-3% -$10.1K 0.01% 926
2022
Q3 		$329K Buy
4,608
+1,830
+66% +$153K 0.01% 949
2022
Q2 		$232K Sell
2,778
-708
-20% -$67.1K 0.01% 978
2022
Q1 		$348K Buy
3,486
+830
+31% +$81.1K 0.01% 942
2021
Q4 		$257K Buy
2,656
+71
+3% +$6.05K 0.01% 1150
2021
Q3 		$210K Buy
2,585
+56
+2% +$4.81K 0.01% 1225
2021
Q2 		$224K Sell
2,529
-962
-28% -$85.8K 0.01% 1164
2021
Q1 		$312K Buy
+3,491
New +$311K 0.01% 976
2019
Q3 		– Sell
-5,458
Closed -$425K – 837
2019
Q2 		$425K Sell
5,458
-972
-15% -$74.9K 0.05% 434
2019
Q1 		$487K Buy
6,430
+552
+9% +$37.2K 0.06% 353
2018
Q4 		$410K Sell
5,878
-2,842
-33% -$204K 0.06% 354
2018
Q3 		$575K Sell
8,720
-2,670
-23% -$165K 0.07% 315
2018
Q2 		$662K Buy
11,390
+618
+6% +$32.4K 0.09% 253
2018
Q1 		$574K Buy
10,772
+324
+3% +$17K 0.08% 272
2017
Q4 		$534K Buy
10,448
+868
+9% +$43.2K 0.07% 298
2017
Q3 		$494K Buy
+9,580
New +$462K 0.08% 264
2015
Q1 		– Sell
-600
Closed -$22K – 1411
2014
Q4 		$22K Buy
+600
New +$21.5K ﹤0.01% 2502
2014
Q3 		– Sell
-600
Closed -$21.5K – 1389
2014
Q2 		$21.5K Buy
+600
New +$21.4K 0.01% 1436

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Riley Wealth Advisors's MKC Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of McCormick & Company Non-Voting (MKC) in Q2 2025, closing a stake of 2,752 shares — an estimated $227K sold.

B. Riley Wealth Advisors first reported a position in MKC in Q2 2014 and held it in 27 quarters. The position peaked at $662K in Q2 2018. 1,029 funds tracked by Wall St. Rank hold MKC as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining McCormick & Company Non-Voting position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,752 McCormick & Company Non-Voting shares in Q2 2025, an estimated $227K.
  • B. Riley Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q2 2014 and held it in 27 quarters.
  • B. Riley Wealth Advisors's McCormick & Company Non-Voting position peaked at $662K in Q2 2018.
  • 1,029 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.