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Beaumont Financial Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Beaumont Financial 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 		– Sell
-3,546
Closed -$242K – 385
2025
Q4 		$242K Sell
3,546
-226
-6% -$15K 0.02% 331
2025
Q3 		$252K Buy
3,772
+1
+0% +$70 0.02% 348
2025
Q2 		$286K Sell
3,771
-15
-0.4% -$1.12K 0.02% 309
2025
Q1 		$312K Buy
3,786
+20
+0.5% +$1.57K 0.02% 283
2024
Q4 		$287K Hold
3,766
– – 0.02% 299
2024
Q3 		$310K Buy
3,766
+2
+0.1% +$156 0.02% 272
2024
Q2 		$267K Buy
3,764
+70
+2% +$5.09K 0.02% 291
2024
Q1 		$284K Buy
3,694
+4
+0.1% +$272 0.02% 289
2023
Q4 		$252K Buy
3,690
+159
+5% +$10.4K 0.02% 290
2023
Q3 		$267K Sell
3,531
-17
-0.5% -$1.42K 0.03% 266
2023
Q2 		$309K Buy
3,548
+20
+0.6% +$1.77K 0.03% 262
2023
Q1 		$294K Hold
3,528
– – 0.03% 252
2022
Q4 		$292K Sell
3,528
-52
-1% -$4.19K 0.03% 258
2022
Q3 		$255K Sell
3,580
-486
-12% -$40.8K 0.02% 266
2022
Q2 		$338K Hold
4,066
– – 0.03% 219
2022
Q1 		$405K Buy
+4,066
New +$397K 0.03% 238

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Beaumont Financial Advisors's MKC Position: Q1 2026 in Review

Beaumont Financial Advisors sold out of McCormick & Company Non-Voting (MKC) in Q1 2026, closing a stake of 3,546 shares — an estimated $242K sold.

Beaumont Financial Advisors first reported a position in MKC in Q1 2022 and held it in 16 quarters. The position peaked at $405K in Q1 2022. 958 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Beaumont Financial Advisors reported no remaining McCormick & Company Non-Voting position as of Q1 2026 after selling out during the quarter.
  • Beaumont Financial Advisors sold 3,546 McCormick & Company Non-Voting shares in Q1 2026, an estimated $242K.
  • Beaumont Financial Advisors first reported a position in McCormick & Company Non-Voting in Q1 2022 and held it in 16 quarters.
  • Beaumont Financial Advisors's McCormick & Company Non-Voting position peaked at $405K in Q1 2022.
  • 958 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.