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

Concurrent Investment 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 		$743K Buy
14,731
+4,965
+51% +$316K 0.01% 1021
2025
Q4 		$665K Buy
9,766
+2,295
+31% +$152K 0.01% 1026
2025
Q3 		$500K Sell
7,471
-2,183
-23% -$153K 0.01% 911
2025
Q2 		$732K Buy
9,654
+2,595
+37% +$194K 0.01% 704
2025
Q1 		$581K Buy
7,059
+1,148
+19% +$90K 0.01% 703
2024
Q4 		$451K Buy
5,911
+1,015
+21% +$79.7K 0.01% 694
2024
Q3 		$403K Sell
4,896
-7,559
-61% -$589K 0.01% 679
2024
Q2 		$884K Buy
12,455
+7,460
+149% +$543K 0.03% 457
2024
Q1 		$384K Sell
4,995
-2,663
-35% -$181K 0.02% 613
2023
Q4 		$524K Buy
+7,658
New +$501K 0.02% 485

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