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

Barlow 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
2025
Q3 		– Sell
-2,950
Closed -$226K – 135
2025
Q2 		$226K Hold
2,950
– – 0.03% 123
2025
Q1 		$220K Hold
2,950
– – 0.03% 127
2024
Q4 		$212K Sell
2,950
-255
-8% -$20K 0.03% 132
2024
Q3 		$254K Sell
3,205
-200
-6% -$15.6K 0.03% 132
2024
Q2 		$253K Hold
3,405
– – 0.04% 129
2024
Q1 		$244K Hold
3,405
– – 0.03% 132
2023
Q4 		$233K Buy
+3,405
New +$223K 0.03% 133

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Barlow Wealth Partners's MKC Position: Q3 2025 in Review

Barlow Wealth Partners sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 2,950 shares — an estimated $226K sold.

Barlow Wealth Partners first reported a position in MKC in Q4 2023 and held it in 7 quarters. The position peaked at $254K in Q3 2024. 969 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

  • Barlow Wealth Partners reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
  • Barlow Wealth Partners sold 2,950 McCormick & Company Non-Voting shares in Q3 2025, an estimated $226K.
  • Barlow Wealth Partners first reported a position in McCormick & Company Non-Voting in Q4 2023 and held it in 7 quarters.
  • Barlow Wealth Partners's McCormick & Company Non-Voting position peaked at $254K in Q3 2024.
  • 969 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on Barlow Wealth Partners's 13F filing for Q3 2025, filed 3 Nov 2025.