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Clearstead Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Clearstead Advisors’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 		$1.01M Sell
20,037
-22
-0.1% -$1.4K 0.01% 518
2025
Q4 		$1.37M Sell
20,059
-366
-2% -$24.3K 0.02% 402
2025
Q3 		$1.37M Sell
20,425
-857
-4% -$60K 0.02% 386
2025
Q2 		$1.61M Buy
21,282
+1,704
+9% +$128K 0.02% 353
2025
Q1 		$1.61M Sell
19,578
-2,441
-11% -$191K 0.03% 337
2024
Q4 		$1.68M Buy
22,019
+3,953
+22% +$311K 0.03% 320
2024
Q3 		$1.49M Sell
18,066
-1,068
-6% -$83.2K 0.02% 343
2024
Q2 		$1.36M Buy
19,134
+16,760
+706% +$1.22M 0.02% 340
2024
Q1 		$180K Buy
2,374
+1,050
+79% +$71.4K 0.01% 488
2023
Q4 		$90.6K Sell
1,324
-846
-39% -$55.4K ﹤0.01% 606
2023
Q3 		$164K Buy
2,170
+1,175
+118% +$98.2K ﹤0.01% 614
2023
Q2 		$86.8K Hold
995
– – 0.01% 610
2023
Q1 		$82.8K Sell
995
-82
-8% -$6.25K 0.01% 547
2022
Q4 		$89.3K Sell
1,077
-443
-29% -$35.7K 0.01% 523
2022
Q3 		$108K Buy
1,520
+38
+3% +$3.19K 0.01% 463
2022
Q2 		$123K Buy
1,482
+82
+6% +$7.77K 0.01% 458
2022
Q1 		$140K Hold
1,400
– – 0.01% 483
2021
Q4 		$135K Sell
1,400
-38
-3% -$3.24K 0.01% 459
2021
Q3 		$117K Buy
1,438
+22
+2% +$1.89K 0.01% 452
2021
Q2 		$125K Buy
1,416
+16
+1% +$1.43K 0.01% 415
2021
Q1 		$125K Buy
1,400
+600
+75% +$53.4K 0.01% 401
2020
Q4 		$76K Hold
800
– – 0.01% 458
2020
Q3 		$78K Hold
800
– – 0.01% 401
2020
Q2 		$72K Hold
800
– – 0.01% 394
2020
Q1 		$56K Buy
+800
New +$62.1K 0.01% 393

Other funds holding MKC

BlackRock
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
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
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
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Clearstead Advisors's MKC Position: Q1 2026 in Review

Clearstead Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 0.11% in Q1 2026, selling an estimated $1.4K and leaving 20,037 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #518.

Clearstead Advisors first reported a position in MKC in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.68M in Q4 2024. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Clearstead Advisors held 20,037 shares of McCormick & Company Non-Voting worth $1.01M as of Q1 2026.
  • Clearstead Advisors sold 22 McCormick & Company Non-Voting shares in Q1 2026, an estimated $1.4K.
  • McCormick & Company Non-Voting made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #518 holding.
  • Clearstead Advisors first reported a position in McCormick & Company Non-Voting in Q1 2020 and has held it in 25 quarters since.
  • Clearstead Advisors's McCormick & Company Non-Voting position peaked at $1.68M in Q4 2024.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.