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Cape Investment Advisory’s McCormick & Company Non-Voting MKC Stock Holding History

Cape Investment Advisory’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 		$2.32K Buy
+46
New +$2.26K ﹤0.01% 1214
2026
Q1 		– Sell
-65
Closed -$4.43K – 803
2025
Q4 		$4.43K Buy
65
+1
+2% +$66 ﹤0.01% 937
2025
Q3 		$4.28K Buy
64
+4
+7% +$280 ﹤0.01% 549
2025
Q2 		$4.55K Hold
60
– – ﹤0.01% 784
2025
Q1 		$4.94K Hold
60
– – ﹤0.01% 750
2024
Q4 		$4.57K Hold
60
– – ﹤0.01% 761
2024
Q3 		$4.94K Hold
60
– – ﹤0.01% 703
2024
Q2 		$4.26K Hold
60
– – ﹤0.01% 694
2024
Q1 		$4.61K Sell
60
-16
-21% -$1.09K ﹤0.01% 663
2023
Q4 		$5.2K Buy
76
+16
+27% +$1.05K ﹤0.01% 776
2023
Q3 		$4.54K Hold
60
– – ﹤0.01% 686
2023
Q2 		$5.23K Hold
60
– – ﹤0.01% 648
2023
Q1 		$4.99K Buy
+60
New +$4.58K ﹤0.01% 674

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

Cape Investment Advisory's MKC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in McCormick & Company Non-Voting (MKC) in Q2 2026: 46 shares worth $2.32K. The stake represents ﹤0.01% of the portfolio and ranks #1214 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MKC as recently as Q4 2025.

Cape Investment Advisory first reported a position in MKC in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.23K in Q2 2023. 948 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Cape Investment Advisory held 46 shares of McCormick & Company Non-Voting worth $2.32K as of Q2 2026.
  • McCormick & Company Non-Voting was a new Cape Investment Advisory position in Q2 2026.
  • McCormick & Company Non-Voting made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1214 holding.
  • Cape Investment Advisory first reported a position in McCormick & Company Non-Voting in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's McCormick & Company Non-Voting position peaked at $5.23K in Q2 2023.
  • 948 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.