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

Baldwin Wealth 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
Q2 		$567K Sell
11,246
-5,025
-31% -$247K 0.04% 139
2026
Q1 		$821K Sell
16,271
-3,935
-19% -$251K 0.06% 113
2025
Q4 		$1.38M Sell
20,206
-8,395
-29% -$558K 0.09% 100
2025
Q3 		$1.91M Sell
28,601
-2,048
-7% -$143K 0.12% 84
2025
Q2 		$2.32M Sell
30,649
-3,316
-10% -$248K 0.16% 79
2025
Q1 		$2.8M Sell
33,965
-1,672
-5% -$131K 0.2% 73
2024
Q4 		$2.72M Sell
35,637
-5,181
-13% -$407K 0.19% 77
2024
Q3 		$3.36M Sell
40,818
-1,447
-3% -$113K 0.23% 73
2024
Q2 		$3M Sell
42,265
-1,085
-3% -$79K 0.23% 71
2024
Q1 		$3.33M Sell
43,350
-3,944
-8% -$268K 0.25% 70
2023
Q4 		$3.24M Sell
47,294
-556
-1% -$36.4K 0.25% 70
2023
Q3 		$3.62M Buy
47,850
+1,903
+4% +$159K 0.31% 66
2023
Q2 		$4.01M Sell
45,947
-62
-0.1% -$5.48K 0.33% 66
2023
Q1 		$3.83M Sell
46,009
-468
-1% -$35.7K 0.33% 66
2022
Q4 		$3.85M Buy
46,477
+42,734
+1,142% +$3.45M 0.35% 72
2022
Q3 		$267K Sell
3,743
-430
-10% -$36.1K 0.04% 152
2022
Q2 		$347K Sell
4,173
-590
-12% -$55.9K 0.05% 139
2022
Q1 		$475K Sell
4,763
-3,455
-42% -$338K 0.05% 124
2021
Q4 		$794K Sell
8,218
-1,130
-12% -$96.2K 0.08% 89
2021
Q3 		$757K Sell
9,348
-2,490
-21% -$214K 0.08% 81
2021
Q2 		$1.05M Sell
11,838
-77,802
-87% -$6.94M 0.11% 73
2021
Q1 		$7.99M Sell
89,640
-1,749
-2% -$156K 0.95% 34
2020
Q4 		$8.74M Buy
91,389
+4,397
+5% +$415K 1.1% 33
2020
Q3 		$8.44M Sell
86,992
-848
-1% -$83K 1.15% 27
2020
Q2 		$7.88M Sell
87,840
-720
-0.8% -$59.3K 1.16% 26
2020
Q1 		$6.25M Buy
88,560
+4,078
+5% +$316K 1.09% 29
2019
Q4 		$7.17M Buy
84,482
+2,610
+3% +$216K 1% 33
2019
Q3 		$6.4M Buy
81,872
+3,118
+4% +$251K 0.96% 36
2019
Q2 		$6.1M Sell
78,754
-5,716
-7% -$441K 0.9% 38
2019
Q1 		$6.36M Sell
84,470
-5,038
-6% -$340K 0.95% 36
2018
Q4 		$6.23M Buy
89,508
+1,890
+2% +$136K 1.05% 31
2018
Q3 		$5.77M Sell
87,618
-744
-0.8% -$45.9K 0.81% 39
2018
Q2 		$5.13M Sell
88,362
-1,444
-2% -$75.8K 0.8% 43
2018
Q1 		$4.78M Buy
89,806
+44,318
+97% +$2.33M 0.77% 44
2017
Q4 		$2.32M Buy
45,488
+22,944
+102% +$1.14M 0.36% 60
2017
Q3 		$1.16M Hold
22,544
– – 0.19% 82
2017
Q2 		$1.1M Sell
22,544
-450
-2% -$22.8K 0.18% 83
2017
Q1 		$1.12M Sell
22,994
-190
-0.8% -$9.2K 0.19% 82
2016
Q4 		$1.08M Buy
23,184
+14,050
+154% +$656K 0.2% 74
2016
Q3 		$456K Buy
9,134
+8,910
+3,978% +$452K 0.08% 128
2016
Q2 		$12K Buy
+224
New +$10.9K ﹤0.01% 383

Other funds holding MKC

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Baldwin Wealth Partners's MKC Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its McCormick & Company Non-Voting (MKC) stake by 31% in Q2 2026, selling an estimated $247K and leaving 11,246 shares worth $567K. The position accounts for 0.04% of the portfolio, ranked #139.

Baldwin Wealth Partners first reported a position in MKC in Q2 2016 and has held it in 41 quarters since. The position peaked at $8.74M in Q4 2020. 131 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Baldwin Wealth Partners held 11,246 shares of McCormick & Company Non-Voting worth $567K as of Q2 2026.
  • Baldwin Wealth Partners sold 5,025 McCormick & Company Non-Voting shares in Q2 2026, an estimated $247K.
  • McCormick & Company Non-Voting made up 0.04% of Baldwin Wealth Partners's portfolio in Q2 2026, its #139 holding.
  • Baldwin Wealth Partners first reported a position in McCormick & Company Non-Voting in Q2 2016 and has held it in 41 quarters since.
  • Baldwin Wealth Partners's McCormick & Company Non-Voting position peaked at $8.74M in Q4 2020.
  • 131 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.