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Centricity Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Centricity Wealth Management’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 		$16.5K Hold
218
– – 0.01% 279
2025
Q1 		$17.9K Hold
218
– – 0.02% 263
2024
Q4 		$16.6K Buy
+218
New +$17.1K 0.02% 276

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centricity Wealth Management's MKC Position: Q2 2025 in Review

Centricity Wealth Management held its McCormick & Company Non-Voting (MKC) position steady in Q2 2025 at 218 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #279.

Centricity Wealth Management first reported a position in MKC in Q4 2024 and has held it in 3 quarters since. The position peaked at $17.9K in Q1 2025. 1,029 funds tracked by Wall St. Rank hold MKC as of Q2 2025.

  • Centricity Wealth Management held 218 shares of McCormick & Company Non-Voting worth $16.5K as of Q2 2025.
  • Centricity Wealth Management left its McCormick & Company Non-Voting share count unchanged in Q2 2025.
  • McCormick & Company Non-Voting made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #279 holding.
  • Centricity Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's McCormick & Company Non-Voting position peaked at $17.9K in Q1 2025.
  • 1,029 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.