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

CBIZ Investment Advisory Services’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
Q4 		– Sell
-7
Closed -$468 – 787
2025
Q3 		$468 Buy
+7
New +$490 ﹤0.01% 647

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CBIZ Investment Advisory Services's MKC Position: Q4 2025 in Review

CBIZ Investment Advisory Services sold out of McCormick & Company Non-Voting (MKC) in Q4 2025, closing a stake of 7 shares — an estimated $468 sold.

CBIZ Investment Advisory Services first reported a position in MKC in Q3 2025 and held it in 1 quarter. The position peaked at $468 in Q3 2025. 985 funds tracked by Wall St. Rank hold MKC as of Q4 2025.

  • CBIZ Investment Advisory Services reported no remaining McCormick & Company Non-Voting position as of Q4 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 7 McCormick & Company Non-Voting shares in Q4 2025, an estimated $468.
  • CBIZ Investment Advisory Services first reported a position in McCormick & Company Non-Voting in Q3 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's McCormick & Company Non-Voting position peaked at $468 in Q3 2025.
  • 985 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2025, filed 9 Feb 2026.