Compass Financial Management’s McCormick & Company Voting MKC.V Stock Holding History

Compass Financial Management’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

Dearborn Partners Chicago, Illinois $1.85B AUM 4.87% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Evelyn Partners London $46.9B AUM

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Compass Financial Management's MKC.V Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.