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

CFS 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
2026
Q2 		$423K Sell
7,906
-2,279
-22% -$112K 0.03% 271
2026
Q1 		$553K Sell
10,185
-3,094
-23% -$197K 0.04% 244
2025
Q4 		$904K Sell
13,279
-1,518
-10% -$101K 0.07% 192
2025
Q3 		$989K Sell
14,797
-395
-3% -$27.7K 0.07% 180
2025
Q2 		$1.15M Sell
15,192
-385
-2% -$28.8K 0.09% 158
2025
Q1 		$1.28M Sell
15,577
-624
-4% -$48.9K 0.11% 144
2024
Q4 		$1.24M Buy
16,201
+662
+4% +$52K 0.11% 141
2024
Q3 		$1.28M Sell
15,539
-750
-5% -$58.5K 0.11% 139
2024
Q2 		$1.16M Buy
+16,289
New +$1.19M 0.09% 129
2023
Q3 		– Sell
-18,741
Closed -$1.64M – 215
2023
Q2 		$1.64M Buy
+18,741
New +$1.66M 0.21% 89
2022
Q3 		– Sell
-20,132
Closed -$1.68M – 315
2022
Q2 		$1.68M Sell
20,132
-2,003,313
-99% -$190M 0.26% 87
2022
Q1 		$20K Buy
2,023,445
+2,003,142
+9,866% +$196M 0.09% 114
2021
Q4 		$2.04M Sell
20,303
-1,221
-6% -$104K 0.27% 84
2021
Q3 		$1.74M Buy
+21,524
New +$1.85M 0.24% 101
2020
Q4 		$2.1M Buy
+21,959
New +$2.07M 0.33% 68

Other funds holding MKC

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CFS Investment Advisory Services's MKC Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its McCormick & Company Non-Voting (MKC) stake by 22% in Q2 2026, selling an estimated $112K and leaving 7,906 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #271.

CFS Investment Advisory Services first reported a position in MKC in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.1M in Q4 2020. 131 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • CFS Investment Advisory Services held 7,906 shares of McCormick & Company Non-Voting worth $423K as of Q2 2026.
  • CFS Investment Advisory Services sold 2,279 McCormick & Company Non-Voting shares in Q2 2026, an estimated $112K.
  • McCormick & Company Non-Voting made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #271 holding.
  • CFS Investment Advisory Services first reported a position in McCormick & Company Non-Voting in Q4 2020 and has held it in 15 quarters since.
  • CFS Investment Advisory Services's McCormick & Company Non-Voting position peaked at $2.1M in Q4 2020.
  • 131 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.