Bigelow Investment Advisors’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $209K | Sell |
4,149
-480
| -10% | -$30.6K | 0.08% | 150 |
|
|
2025
Q4 | $315K | Sell |
4,629
-155
| -3% | -$10.3K | 0.12% | 132 |
|
|
2025
Q3 | $320K | Sell |
4,784
-168
| -3% | -$11.8K | 0.13% | 133 |
|
|
2025
Q2 | $375K | Sell |
4,952
-19
| -0.4% | -$1.42K | 0.17% | 121 |
|
|
2025
Q1 | $409K | Sell |
4,971
-1,983
| -29% | -$155K | 0.19% | 116 |
|
|
2024
Q4 | $530K | Sell |
6,954
-212
| -3% | -$16.7K | 0.25% | 102 |
|
|
2024
Q3 | $590K | Buy |
7,166
+118
| +2% | +$9.2K | 0.26% | 103 |
|
|
2024
Q2 | $500K | Sell |
7,048
-11
| -0.2% | -$801 | 0.24% | 107 |
|
|
2024
Q1 | $542K | Buy |
7,059
+137
| +2% | +$9.31K | 0.27% | 104 |
|
|
2023
Q4 | $474K | Sell |
6,922
-207
| -3% | -$13.5K | 0.26% | 100 |
|
|
2023
Q3 | $539K | Buy |
7,129
+38
| +0.5% | +$3.17K | 0.31% | 90 |
|
|
2023
Q2 | $619K | Buy |
7,091
+114
| +2% | +$10.1K | 0.34% | 84 |
|
|
2023
Q1 | $581K | Sell |
6,977
-237
| -3% | -$18.1K | 0.33% | 88 |
|
|
2022
Q4 | $598K | Buy |
7,214
+164
| +2% | +$13.2K | 0.35% | 87 |
|
|
2022
Q3 | $502K | Buy |
7,050
+239
| +4% | +$20K | 0.3% | 97 |
|
|
2022
Q2 | $567K | Buy |
6,811
+72
| +1% | +$6.82K | 0.31% | 89 |
|
|
2022
Q1 | $673K | Buy |
6,739
+373
| +6% | +$36.5K | 0.31% | 86 |
|
|
2021
Q4 | $615K | Buy |
6,366
+35
| +0.6% | +$2.98K | 0.28% | 85 |
|
|
2021
Q3 | $513K | Buy |
6,331
+64
| +1% | +$5.49K | 0.25% | 90 |
|
|
2021
Q2 | $554K | Hold |
6,267
| – | – | 0.27% | 93 |
|
|
2021
Q1 | $559K | Buy |
6,267
+493
| +9% | +$43.9K | 0.28% | 90 |
|
|
2020
Q4 | $552K | Buy |
5,774
+32
| +0.6% | +$3.02K | 0.29% | 86 |
|
|
2020
Q3 | $557K | Buy |
5,742
+22
| +0.4% | +$2.15K | 0.33% | 78 |
|
|
2020
Q2 | $513K | Buy |
5,720
+120
| +2% | +$9.88K | 0.33% | 80 |
|
|
2020
Q1 | $395K | Sell |
5,600
-668
| -11% | -$51.8K | 0.3% | 89 |
|
|
2019
Q4 | $532K | Buy |
6,268
+6
| +0.1% | +$497 | 0.31% | 90 |
|
|
2019
Q3 | $489K | Buy |
6,262
+196
| +3% | +$15.8K | 0.31% | 93 |
|
|
2019
Q2 | $470K | Sell |
6,066
-360
| -6% | -$27.8K | 0.32% | 92 |
|
|
2019
Q1 | $484K | Sell |
6,426
-486
| -7% | -$32.8K | 0.34% | 83 |
|
|
2018
Q4 | $481K | Sell |
6,912
-1,310
| -16% | -$94K | 0.36% | 82 |
|
|
2018
Q3 | $542K | Sell |
8,222
-1,210
| -13% | -$74.7K | 0.36% | 78 |
|
|
2018
Q2 | $547K | Hold |
9,432
| – | – | 0.37% | 78 |
|
|
2018
Q1 | $502K | Buy |
9,432
+2,250
| +31% | +$118K | 0.34% | 89 |
|
|
2017
Q4 | $366K | Buy |
+7,182
| New | +$358K | 0.36% | 74 |
|
Other funds holding MKC
DAM
VCM
VPM
Bigelow Investment Advisors's MKC Position: Q1 2026 in Review
Bigelow Investment Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 10% in Q1 2026, selling an estimated $30.6K and leaving 4,149 shares worth $209K. The position accounts for 0.08% of the portfolio, ranked #150.
Bigelow Investment Advisors first reported a position in MKC in Q4 2017 and has held it in 34 quarters since. The position peaked at $673K in Q1 2022. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.
- Bigelow Investment Advisors held 4,149 shares of McCormick & Company Non-Voting worth $209K as of Q1 2026.
- Bigelow Investment Advisors sold 480 McCormick & Company Non-Voting shares in Q1 2026, an estimated $30.6K.
- McCormick & Company Non-Voting made up 0.08% of Bigelow Investment Advisors's portfolio in Q1 2026, its #150 holding.
- Bigelow Investment Advisors first reported a position in McCormick & Company Non-Voting in Q4 2017 and has held it in 34 quarters since.
- Bigelow Investment Advisors's McCormick & Company Non-Voting position peaked at $673K in Q1 2022.
- 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.