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

Bernard 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	–	Sell	-20	Closed	-$1.01K	–	349
2026 Q1	$1.01K	Hold	20	–	–	﹤0.01%	309
2025 Q4	$1.36K	Hold	20	–	–	﹤0.01%	297
2025 Q3	$1.34K	Hold	20	–	–	﹤0.01%	283
2025 Q2	$1.52K	Hold	20	–	–	﹤0.01%	270
2025 Q1	$1.65K	Hold	20	–	–	﹤0.01%	319
2024 Q4	$1.52K	Buy	+20	New	+$1.57K	﹤0.01%	275

Other funds holding MKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bernard Wealth Management's MKC Position: Q2 2026 in Review

Bernard Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q2 2026, closing a stake of 20 shares — an estimated $1.01K sold.

Bernard Wealth Management first reported a position in MKC in Q4 2024 and held it in 6 quarters. The position peaked at $1.65K in Q1 2025. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Bernard Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q2 2026 after selling out during the quarter.
Bernard Wealth Management sold 20 McCormick & Company Non-Voting shares in Q2 2026, an estimated $1.01K.
Bernard Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2024 and held it in 6 quarters.
Bernard Wealth Management's McCormick & Company Non-Voting position peaked at $1.65K in Q1 2025.
952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.