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 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 $5.72T AUM 30.48% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Chicago Partners Investment Group's MKC Position: Q1 2026 in Review

Chicago Partners Investment Group opened a new position in McCormick & Company Non-Voting (MKC) in Q1 2026: 5,408 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #1183 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in MKC as recently as Q3 2025.

Chicago Partners Investment Group first reported a position in MKC in Q1 2015 and has held it in 9 quarters since. The position peaked at $291K in Q1 2025. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

Chicago Partners Investment Group held 5,408 shares of McCormick & Company Non-Voting worth $278K as of Q1 2026.
McCormick & Company Non-Voting was a new Chicago Partners Investment Group position in Q1 2026.
McCormick & Company Non-Voting made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1183 holding.
Chicago Partners Investment Group first reported a position in McCormick & Company Non-Voting in Q1 2015 and has held it in 9 quarters since.
Chicago Partners Investment Group's McCormick & Company Non-Voting position peaked at $291K in Q1 2025.
953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.