COMPASS FINANCIAL MANAGEMENT LLC’s McCormick & Company Voting MKC.V Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio MKC.V Stock Details MKC.V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01K	Buy	+20	New	+$982	﹤0.01%	1375

Other funds holding MKC.V

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EPGL

Evelyn Partners Group Ltd London $46.9B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's MKC.V Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in McCormick & Company Voting (MKC.V) in Q2 2026: 20 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings.

51 funds tracked by Wall St. Rank hold MKC.V as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 20 shares of McCormick & Company Voting worth $1.01K as of Q2 2026.
McCormick & Company Voting was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
McCormick & Company Voting made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1375 holding.
51 funds tracked by Wall St. Rank held McCormick & Company Voting as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.