Carolinas Wealth Consulting’s McCormick & Company Non-Voting MKC Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-358	Closed	-$29.5K	–	578
2025 Q1	$29.5K	Sell	358 -310	-46%	-$24.3K	0.01%	403
2024 Q4	$51.2K	Hold	668	–	–	0.01%	356
2024 Q3	$55K	Sell	668 -540	-45%	-$42.1K	0.01%	349
2024 Q2	$85.7K	Hold	1,208	–	–	0.02%	281
2024 Q1	$92.8K	Buy	1,208 +1	+0.1%	+$68	0.02%	271
2023 Q4	$83.1K	Buy	1,207 +8	+0.7%	+$523	0.02%	263
2023 Q3	$76.6K	Buy	1,199 +200	+20%	+$16.7K	0.02%	250
2023 Q2	$87.2K	Hold	999	–	–	0.02%	278
2023 Q1	$83.1K	Sell	999 -751	-43%	-$57.3K	0.02%	290
2022 Q4	$146K	Hold	1,750	–	–	0.03%	207
2022 Q3	$125K	Hold	1,750	–	–	0.03%	208
2022 Q2	$146K	Hold	1,750	–	–	0.04%	192
2022 Q1	$175K	Hold	1,750	–	–	0.04%	187
2021 Q4	$170K	Buy	1,750 +440	+34%	+$37.5K	0.04%	199
2021 Q3	$106K	Hold	1,310	–	–	0.02%	237
2021 Q2	$116K	Hold	1,310	–	–	0.03%	242
2021 Q1	$117K	Hold	1,310	–	–	0.03%	232
2020 Q4	$126K	Hold	1,310	–	–	0.03%	203
2020 Q3	$127K	Buy	1,310 +1,300	+13,000%	+$127K	0.04%	167
2020 Q2	$1K	Buy	+10	New	+$824	﹤0.01%	590

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's MKC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of McCormick & Company Non-Voting (MKC) in Q2 2025, closing a stake of 358 shares — an estimated $29.5K sold.

Carolinas Wealth Consulting first reported a position in MKC in Q2 2020 and held it in 20 quarters. The position peaked at $175K in Q1 2022. 1,030 funds tracked by Wall St. Rank hold MKC as of Q2 2025.

Carolinas Wealth Consulting reported no remaining McCormick & Company Non-Voting position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 358 McCormick & Company Non-Voting shares in Q2 2025, an estimated $29.5K.
Carolinas Wealth Consulting first reported a position in McCormick & Company Non-Voting in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's McCormick & Company Non-Voting position peaked at $175K in Q1 2022.
1,030 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.