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Caldwell Sutter Capital’s McCormick & Company Non-Voting MKC Stock Holding History

Caldwell Sutter Capital’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 		$23.9K Buy
+474
New +$23.3K 0.01% 506
2024
Q4 		– Sell
-15
Closed -$1.24K – 910
2024
Q3 		$1.24K Hold
15
– – ﹤0.01% 802
2024
Q2 		$1.06K Hold
15
– – ﹤0.01% 823
2024
Q1 		$1.15K Buy
15
+5
+50% +$340 ﹤0.01% 811
2023
Q4 		$684 Buy
+10
New +$654 ﹤0.01% 867

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

Caldwell Sutter Capital's MKC Position: Q2 2026 in Review

Caldwell Sutter Capital opened a new position in McCormick & Company Non-Voting (MKC) in Q2 2026: 474 shares worth $23.9K. The stake represents 0.01% of the portfolio and ranks #506 among its holdings. This is a return to the name: Caldwell Sutter Capital previously reported a position in MKC as recently as Q3 2024.

Caldwell Sutter Capital first reported a position in MKC in Q4 2023 and has held it in 5 quarters since. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Caldwell Sutter Capital held 474 shares of McCormick & Company Non-Voting worth $23.9K as of Q2 2026.
  • McCormick & Company Non-Voting was a new Caldwell Sutter Capital position in Q2 2026.
  • McCormick & Company Non-Voting made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #506 holding.
  • Caldwell Sutter Capital first reported a position in McCormick & Company Non-Voting in Q4 2023 and has held it in 5 quarters since.
  • 954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.