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BSW Wealth Partners’s McCormick & Company Non-Voting MKC Stock Holding History

BSW Wealth Partners’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
-4,306
Closed -$217K – 340
2026
Q1 		$217K Buy
4,306
+880
+26% +$56.1K 0.03% 293
2025
Q4 		$233K Buy
+3,426
New +$228K 0.03% 279
2023
Q3 		– Sell
-2,408
Closed -$210K – 270
2023
Q2 		$210K Sell
2,408
-8,891
-79% -$786K 0.04% 248
2023
Q1 		$940K Buy
11,299
+2,888
+34% +$220K 0.19% 73
2022
Q4 		$697K Sell
8,411
-410
-5% -$33.1K 0.15% 99
2022
Q3 		$629K Buy
8,821
+980
+12% +$82.2K 0.15% 88
2022
Q2 		$653K Buy
7,841
+1,273
+19% +$121K 0.16% 92
2022
Q1 		$656K Buy
6,568
+467
+8% +$45.7K 0.17% 101
2021
Q4 		$589K Buy
6,101
+565
+10% +$48.1K 0.15% 99
2021
Q3 		$449K Buy
5,536
+1,874
+51% +$161K 0.13% 114
2021
Q2 		$323K Buy
3,662
+736
+25% +$65.6K 0.09% 163
2021
Q1 		$261K Sell
2,926
-50
-2% -$4.45K 0.08% 166
2020
Q4 		$285K Buy
2,976
+448
+18% +$42.3K 0.09% 131
2020
Q3 		$245K Buy
+2,528
New +$247K 0.09% 116
2020
Q1 		– Sell
-3,146
Closed -$267K – 126
2019
Q4 		$267K Buy
+3,146
New +$260K 0.09% 104
2018
Q4 		– Sell
-5,114
Closed -$337K – 121
2018
Q3 		$337K Buy
+5,114
New +$316K 0.13% 69

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 $3.37T 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
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

BSW Wealth Partners's MKC Position: Q2 2026 in Review

BSW Wealth Partners sold out of McCormick & Company Non-Voting (MKC) in Q2 2026, closing a stake of 4,306 shares — an estimated $217K sold.

BSW Wealth Partners first reported a position in MKC in Q3 2018 and held it in 16 quarters. The position peaked at $940K in Q1 2023. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • BSW Wealth Partners reported no remaining McCormick & Company Non-Voting position as of Q2 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 4,306 McCormick & Company Non-Voting shares in Q2 2026, an estimated $217K.
  • BSW Wealth Partners first reported a position in McCormick & Company Non-Voting in Q3 2018 and held it in 16 quarters.
  • BSW Wealth Partners's McCormick & Company Non-Voting position peaked at $940K in Q1 2023.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.