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

Coastal Bridge 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
Q2 		$383K Sell
7,597
-1,222
-14% -$60K 0.02% 361
2026
Q1 		$445K Buy
8,819
+221
+3% +$14.1K 0.03% 329
2025
Q4 		$586K Sell
8,598
-141
-2% -$9.37K 0.04% 291
2025
Q3 		$585K Buy
8,739
+141
+2% +$9.88K 0.04% 272
2025
Q2 		$652K Buy
8,598
+103
+1% +$7.72K 0.05% 259
2025
Q1 		$699K Buy
+8,495
New +$666K 0.06% 239

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coastal Bridge Advisors's MKC Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 14% in Q2 2026, selling an estimated $60K and leaving 7,597 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #361.

Coastal Bridge Advisors first reported a position in MKC in Q1 2025 and has held it in 6 quarters since. The position peaked at $699K in Q1 2025. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Coastal Bridge Advisors held 7,597 shares of McCormick & Company Non-Voting worth $383K as of Q2 2026.
  • Coastal Bridge Advisors sold 1,222 McCormick & Company Non-Voting shares in Q2 2026, an estimated $60K.
  • McCormick & Company Non-Voting made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #361 holding.
  • Coastal Bridge Advisors first reported a position in McCormick & Company Non-Voting in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's McCormick & Company Non-Voting position peaked at $699K in Q1 2025.
  • 954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.