Bogart Wealth LLC’s McCormick & Company Non-Voting MKC Stock Holding History

Bogart Wealth LLC’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	$3.98K	Buy	79 +67	+558%	+$3.29K	﹤0.01%	1270
2026 Q1	$605	Buy	12 +2	+20%	+$127	﹤0.01%	1536
2025 Q4	$681	Buy	10 +1	+11%	+$66	﹤0.01%	1390
2025 Q3	$602	Buy	9 +2	+29%	+$140	﹤0.01%	1365
2025 Q2	$531	Buy	+7	New	+$524	﹤0.01%	1331
2023 Q1	–	Sell	-128	Closed	-$10.6K	–	1173
2022 Q4	$10.6K	Hold	128	–	–	﹤0.01%	530
2022 Q3	$9K	Hold	128	–	–	﹤0.01%	572
2022 Q2	$11K	Hold	128	–	–	﹤0.01%	522
2022 Q1	$13K	Hold	128	–	–	﹤0.01%	454
2021 Q4	$12K	Hold	128	–	–	﹤0.01%	456
2021 Q3	$10K	Hold	128	–	–	﹤0.01%	460
2021 Q2	$11K	Hold	128	–	–	﹤0.01%	437
2021 Q1	$11K	Buy	+128	New	+$11.4K	﹤0.01%	404

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

Bogart Wealth LLC's MKC Position: Q2 2026 in Review

Bogart Wealth LLC increased its McCormick & Company Non-Voting (MKC) stake by 558% in Q2 2026, buying an estimated $3.29K and bringing the position to 79 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Bogart Wealth LLC first reported a position in MKC in Q1 2021 and has held it in 13 quarters since. The position peaked at $13K in Q1 2022. 948 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Bogart Wealth LLC held 79 shares of McCormick & Company Non-Voting worth $3.98K as of Q2 2026.
Bogart Wealth LLC bought 67 McCormick & Company Non-Voting shares in Q2 2026, an estimated $3.29K.
McCormick & Company Non-Voting made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1270 holding.
Bogart Wealth LLC first reported a position in McCormick & Company Non-Voting in Q1 2021 and has held it in 13 quarters since.
Bogart Wealth LLC's McCormick & Company Non-Voting position peaked at $13K in Q1 2022.
948 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.