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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Congress Wealth Management's MKC Position: Q2 2025 in Review

Congress Wealth Management reduced its McCormick & Company Non-Voting (MKC) stake by 21% in Q2 2025, selling an estimated $209K and leaving 10,609 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #766.

Congress Wealth Management first reported a position in MKC in Q4 2021 and has held it in 9 quarters since. The position peaked at $11.7M in Q1 2022. 1,030 funds tracked by Wall St. Rank hold MKC as of Q2 2025.

Congress Wealth Management held 10,609 shares of McCormick & Company Non-Voting worth $805K as of Q2 2025.
Congress Wealth Management sold 2,789 McCormick & Company Non-Voting shares in Q2 2025, an estimated $209K.
McCormick & Company Non-Voting made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #766 holding.
Congress Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2021 and has held it in 9 quarters since.
Congress Wealth Management's McCormick & Company Non-Voting position peaked at $11.7M in Q1 2022.
1,030 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.