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Bell Investment Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Bell Investment 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
Q2 		$5.04K Buy
100
+92
+1,150% +$4.51K ﹤0.01% 975
2026
Q1 		$404 Sell
8
-8
-50% -$510 ﹤0.01% 1812
2025
Q4 		$1.09K Sell
16
-99
-86% -$6.58K ﹤0.01% 1524
2025
Q3 		$7.7K Sell
115
-127
-52% -$8.89K ﹤0.01% 736
2025
Q2 		$18.3K Hold
242
– – ﹤0.01% 446
2025
Q1 		$19.9K Buy
242
+15
+7% +$1.18K ﹤0.01% 389
2024
Q4 		$17.3K Hold
227
– – ﹤0.01% 431
2024
Q3 		$18.7K Sell
227
-8
-3% -$624 ﹤0.01% 418
2024
Q2 		$16.7K Buy
235
+17
+8% +$1.24K ﹤0.01% 438
2024
Q1 		$16.7K Hold
218
– – ﹤0.01% 419
2023
Q4 		$14.9K Sell
218
-13
-6% -$851 ﹤0.01% 429
2023
Q3 		$17.5K Buy
231
+2
+0.9% +$167 ﹤0.01% 346
2023
Q2 		$20K Sell
229
-22
-9% -$1.94K ﹤0.01% 316
2023
Q1 		$20.9K Sell
251
-34
-12% -$2.59K ﹤0.01% 292
2022
Q4 		$23.6K Buy
285
+27
+10% +$2.18K 0.01% 274
2022
Q3 		$18K Sell
258
-8
-3% -$671 0.01% 279
2022
Q2 		$22K Buy
+266
New +$25.2K 0.01% 245
2021
Q4 		$29K Sell
298
-94
-24% -$8.01K 0.01% 236
2021
Q3 		$32K Buy
+392
New +$33.7K 0.01% 203

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.38T AUM 44.17% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bell Investment Advisors's MKC Position: Q2 2026 in Review

Bell Investment Advisors increased its McCormick & Company Non-Voting (MKC) stake by 1,150% in Q2 2026, buying an estimated $4.51K and bringing the position to 100 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Bell Investment Advisors first reported a position in MKC in Q3 2021 and has held it in 19 quarters since. The position peaked at $32K in Q3 2021. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Bell Investment Advisors held 100 shares of McCormick & Company Non-Voting worth $5.04K as of Q2 2026.
  • Bell Investment Advisors bought 92 McCormick & Company Non-Voting shares in Q2 2026, an estimated $4.51K.
  • McCormick & Company Non-Voting made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #975 holding.
  • Bell Investment Advisors first reported a position in McCormick & Company Non-Voting in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's McCormick & Company Non-Voting position peaked at $32K in Q3 2021.
  • 954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.