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

Beaird Harris 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 Q2	$2.17K	Sell	43 -87	-67%	-$4.27K	﹤0.01%	520
2026 Q1	$6.56K	Hold	130	–	–	﹤0.01%	391
2025 Q4	$8.86K	Sell	130 -51	-28%	-$3.39K	﹤0.01%	405
2025 Q3	$12.1K	Hold	181	–	–	﹤0.01%	375
2025 Q2	$13.7K	Sell	181 -65	-26%	-$4.87K	﹤0.01%	360
2025 Q1	$20.2K	Hold	246	–	–	﹤0.01%	309
2024 Q4	$18.8K	Buy	+246	New	+$19.3K	﹤0.01%	313
2024 Q1	–	Sell	-27	Closed	-$1.85K	–	641
2023 Q4	$1.85K	Hold	27	–	–	﹤0.01%	468
2023 Q3	$2.04K	Buy	+27	New	+$2.26K	﹤0.01%	357

Other funds holding MKC

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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 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

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Beaird Harris Wealth Management's MKC Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its McCormick & Company Non-Voting (MKC) stake by 67% in Q2 2026, selling an estimated $4.27K and leaving 43 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Beaird Harris Wealth Management first reported a position in MKC in Q3 2023 and has held it in 9 quarters since. The position peaked at $20.2K in Q1 2025. 131 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Beaird Harris Wealth Management held 43 shares of McCormick & Company Non-Voting worth $2.17K as of Q2 2026.
Beaird Harris Wealth Management sold 87 McCormick & Company Non-Voting shares in Q2 2026, an estimated $4.27K.
McCormick & Company Non-Voting made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #520 holding.
Beaird Harris Wealth Management first reported a position in McCormick & Company Non-Voting in Q3 2023 and has held it in 9 quarters since.
Beaird Harris Wealth Management's McCormick & Company Non-Voting position peaked at $20.2K in Q1 2025.
131 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.