Chicago Partners Investment Group’s McCormick & Company Non-Voting MKC Stock Holding History

Chicago Partners Investment Group’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	$956K	Buy	19,038 +13,630	+252%	+$669K	0.02%	679
2026 Q1	$278K	Buy	+5,408	New	+$344K	0.01%	1183
2025 Q4	–	Sell	-4,396	Closed	-$290K	–	1328
2025 Q3	$290K	Buy	4,396 +1,044	+31%	+$73.1K	0.01%	968
2025 Q2	$243K	Sell	3,352 -535	-14%	-$40.1K	0.01%	949
2025 Q1	$291K	Buy	3,887 +1,122	+41%	+$87.9K	0.01%	698
2024 Q4	$206K	Sell	2,765 -100	-3%	-$7.86K	0.01%	812
2024 Q3	$227K	Buy	+2,865	New	+$223K	0.01%	712
2023 Q3	–	Sell	-2,545	Closed	-$225K	–	689
2023 Q2	$225K	Buy	+2,545	New	+$225K	0.01%	603
2018 Q4	–	Sell	-800	Closed	-$56K	–	676
2018 Q3	$56K	Buy	+800	New	+$49.4K	0.01%	501
2015 Q2	–	Sell	-204	Closed	-$8K	–	476
2015 Q1	$8K	Buy	+204	New	+$7.57K	﹤0.01%	374

Other funds holding MKC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Chicago Partners Investment Group's MKC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its McCormick & Company Non-Voting (MKC) stake by 252% in Q2 2026, buying an estimated $669K and bringing the position to 19,038 shares worth $956K. The position accounts for 0.02% of the portfolio, ranked #679.

Chicago Partners Investment Group first reported a position in MKC in Q1 2015 and has held it in 10 quarters since. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Chicago Partners Investment Group held 19,038 shares of McCormick & Company Non-Voting worth $956K as of Q2 2026.
Chicago Partners Investment Group bought 13,630 McCormick & Company Non-Voting shares in Q2 2026, an estimated $669K.
McCormick & Company Non-Voting made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #679 holding.
Chicago Partners Investment Group first reported a position in McCormick & Company Non-Voting in Q1 2015 and has held it in 10 quarters since.
954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.