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Beacon Pointe Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Beacon Pointe 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
2026
Q1 		$1.71M Buy
33,978
+20,038
+144% +$1.28M 0.01% 786
2025
Q4 		$949K Sell
13,940
-545
-4% -$36.2K 0.01% 848
2025
Q3 		$969K Sell
14,485
-3,407
-19% -$239K 0.01% 770
2025
Q2 		$1.36M Sell
17,892
-2,733
-13% -$205K 0.01% 580
2025
Q1 		$1.7M Sell
20,625
-6,961
-25% -$546K 0.02% 498
2024
Q4 		$2.1M Sell
27,586
-2,480
-8% -$195K 0.02% 446
2024
Q3 		$2.47M Sell
30,066
-1,554
-5% -$121K 0.03% 424
2024
Q2 		$2.24M Sell
31,620
-6,558
-17% -$477K 0.03% 452
2024
Q1 		$2.93M Sell
38,178
-9,253
-20% -$629K 0.03% 411
2023
Q4 		$3.25M Sell
47,431
-28,706
-38% -$1.88M 0.04% 379
2023
Q3 		$5.76M Sell
76,137
-60
-0.1% -$5.01K 0.07% 238
2023
Q2 		$6.65M Sell
76,197
-13,547
-15% -$1.2M 0.11% 177
2023
Q1 		$7.47M Sell
89,744
-544
-0.6% -$41.5K 0.13% 162
2022
Q4 		$7.48M Sell
90,288
-10,368
-10% -$836K 0.15% 141
2022
Q3 		$7.18M Sell
100,656
-6,648
-6% -$557K 0.16% 137
2022
Q2 		$8.93M Sell
107,304
-3,546
-3% -$336K 0.19% 123
2022
Q1 		$11.1M Buy
110,850
+108,363
+4,357% +$10.6M 0.15% 143
2021
Q4 		$240K Sell
2,487
-123,865
-98% -$10.5M 0.01% 817
2021
Q3 		$10.2M Buy
126,352
+123,452
+4,257% +$10.6M 0.25% 100
2021
Q2 		$256K Buy
+2,900
New +$259K 0.01% 711

Other funds holding MKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Beacon Pointe Advisors's MKC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its McCormick & Company Non-Voting (MKC) stake by 144% in Q1 2026, buying an estimated $1.28M and bringing the position to 33,978 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #786.

Beacon Pointe Advisors first reported a position in MKC in Q2 2021 and has held it in 20 quarters since. The position peaked at $11.1M in Q1 2022. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Beacon Pointe Advisors held 33,978 shares of McCormick & Company Non-Voting worth $1.71M as of Q1 2026.
  • Beacon Pointe Advisors bought 20,038 McCormick & Company Non-Voting shares in Q1 2026, an estimated $1.28M.
  • McCormick & Company Non-Voting made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #786 holding.
  • Beacon Pointe Advisors first reported a position in McCormick & Company Non-Voting in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's McCormick & Company Non-Voting position peaked at $11.1M in Q1 2022.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.