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Canvas Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Canvas Wealth Advisors’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
2025
Q3 		– Sell
-3,047
Closed -$218K – 222
2025
Q2 		$218K Buy
+3,047
New +$228K 0.04% 194
2024
Q3 		– Sell
-5,834
Closed -$448K – 181
2024
Q2 		$448K Buy
5,834
+2,518
+76% +$183K 0.14% 87
2024
Q1 		$240K Buy
+3,316
New +$225K 0.08% 126

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Canvas Wealth Advisors's MKC Position: Q3 2025 in Review

Canvas Wealth Advisors sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 3,047 shares — an estimated $218K sold.

Canvas Wealth Advisors first reported a position in MKC in Q1 2024 and held it in 3 quarters. The position peaked at $448K in Q2 2024. 968 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

  • Canvas Wealth Advisors reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
  • Canvas Wealth Advisors sold 3,047 McCormick & Company Non-Voting shares in Q3 2025, an estimated $218K.
  • Canvas Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q1 2024 and held it in 3 quarters.
  • Canvas Wealth Advisors's McCormick & Company Non-Voting position peaked at $448K in Q2 2024.
  • 968 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on Canvas Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.