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Congress Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Congress Wealth Management’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
2025
Q2 		$805K Sell
10,609
-2,789
-21% -$209K 0.01% 766
2025
Q1 		$1.1M Buy
+13,398
New +$1.05M 0.01% 614
2023
Q3 		– Sell
-2,606
Closed -$227K – 614
2023
Q2 		$227K Sell
2,606
-508
-16% -$44.9K 0.01% 518
2023
Q1 		$259K Sell
3,114
-118,720
-97% -$9.05M 0.01% 503
2022
Q4 		$10.1M Sell
121,834
-2,367
-2% -$191K 0.26% 123
2022
Q3 		$8.85M Buy
124,201
+5,358
+5% +$449K 0.24% 131
2022
Q2 		$9.89M Buy
118,843
+1,252
+1% +$119K 0.25% 118
2022
Q1 		$11.7M Buy
117,591
+5,776
+5% +$565K 0.26% 103
2021
Q4 		$10.8M Buy
+111,815
New +$9.52M 0.22% 140

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return