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

Connecticut 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
2026 Q2	$358K	Sell	7,099 -1,207	-15%	-$59.2K	0.01%	273
2026 Q1	$419K	Sell	8,306 -19	-0.2%	-$1.21K	0.02%	245
2025 Q4	$567K	Sell	8,325 -8,128	-49%	-$540K	0.02%	217
2025 Q3	$1.1M	Sell	16,453 -11	-0.1%	-$770	0.05%	146
2025 Q2	$1.25M	Hold	16,464	–	–	0.06%	133
2025 Q1	$1.36M	Buy	16,464 +259	+2%	+$20.3K	0.07%	119
2024 Q4	$1.24M	Sell	16,205 -200	-1%	-$15.7K	0.06%	114
2024 Q3	$1.35M	Hold	16,405	–	–	0.07%	130
2024 Q2	$1.16M	Buy	16,405 +11,725	+251%	+$853K	0.06%	136
2024 Q1	$359K	Hold	4,680	–	–	0.02%	252
2023 Q4	$320K	Sell	4,680 -1	-0%	-$65	0.02%	258
2023 Q3	$354K	Hold	4,681	–	–	0.02%	202
2023 Q2	$408K	Buy	4,681 +1	+0%	+$88	0.03%	168
2023 Q1	$389K	Buy	4,680 +119	+3%	+$9.07K	0.03%	162
2022 Q4	$378K	Hold	4,561	–	–	0.03%	137
2022 Q3	$325K	Hold	4,561	–	–	0.03%	137
2022 Q2	$380K	Hold	4,561	–	–	0.03%	132
2022 Q1	$455K	Buy	4,561 +12	+0.3%	+$1.17K	0.03%	124
2021 Q4	$439K	Sell	4,549 -250	-5%	-$21.3K	0.03%	129
2021 Q3	$389K	Sell	4,799 -120	-2%	-$10.3K	0.03%	131
2021 Q2	$434K	Buy	4,919 +79	+2%	+$7.05K	0.04%	124
2021 Q1	$432K	Hold	4,840	–	–	0.04%	107
2020 Q4	$463K	Hold	4,840	–	–	0.05%	118
2020 Q3	$470K	Sell	4,840 -82	-2%	-$8.03K	0.05%	127
2020 Q2	$442K	Sell	4,922 -120	-2%	-$9.88K	0.05%	95
2020 Q1	$356K	Hold	5,042	–	–	0.05%	108
2019 Q4	$428K	Hold	5,042	–	–	0.05%	116
2019 Q3	$394K	Hold	5,042	–	–	0.05%	111
2019 Q2	$391K	Buy	5,042 +242	+5%	+$18.7K	0.05%	111
2019 Q1	$362K	Hold	4,800	–	–	0.12%	55
2018 Q4	$334K	Hold	4,800	–	–	0.15%	51
2018 Q3	$318K	Hold	4,800	–	–	0.14%	58
2018 Q2	$278K	Hold	4,800	–	–	0.13%	57
2018 Q1	$249K	Buy	+4,800	New	+$252K	0.14%	57

Other funds holding MKC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Connecticut Wealth Management's MKC Position: Q2 2026 in Review

Connecticut Wealth Management reduced its McCormick & Company Non-Voting (MKC) stake by 15% in Q2 2026, selling an estimated $59.2K and leaving 7,099 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #273.

Connecticut Wealth Management first reported a position in MKC in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.36M in Q1 2025. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Connecticut Wealth Management held 7,099 shares of McCormick & Company Non-Voting worth $358K as of Q2 2026.
Connecticut Wealth Management sold 1,207 McCormick & Company Non-Voting shares in Q2 2026, an estimated $59.2K.
McCormick & Company Non-Voting made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #273 holding.
Connecticut Wealth Management first reported a position in McCormick & Company Non-Voting in Q1 2018 and has held it in 34 quarters since.
Connecticut Wealth Management's McCormick & Company Non-Voting position peaked at $1.36M in Q1 2025.
952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.