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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
Q2 		$626K Sell
12,418
-2,313
-16% -$113K 0.01% 1277
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 $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

Concurrent Investment Advisors's MKC Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 16% in Q2 2026, selling an estimated $113K and leaving 12,418 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #1277.

Concurrent Investment Advisors first reported a position in MKC in Q4 2023 and has held it in 11 quarters since. The position peaked at $884K in Q2 2024. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Concurrent Investment Advisors held 12,418 shares of McCormick & Company Non-Voting worth $626K as of Q2 2026.
  • Concurrent Investment Advisors sold 2,313 McCormick & Company Non-Voting shares in Q2 2026, an estimated $113K.
  • McCormick & Company Non-Voting made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1277 holding.
  • Concurrent Investment Advisors first reported a position in McCormick & Company Non-Voting in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's McCormick & Company Non-Voting position peaked at $884K in Q2 2024.
  • 954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.