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Cornerstone Planning Group’s McCormick & Company Non-Voting MKC Stock Holding History

Cornerstone Planning Group’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 		$11K Buy
212
+30
+16% +$1.47K ﹤0.01% 865
2026
Q1 		$8.78K Buy
182
+181
+18,100% +$11.5K ﹤0.01% 930
2025
Q4 		$62 Sell
1
-11
-92% -$731 ﹤0.01% 1683
2025
Q3 		$769 Sell
12
-5
-29% -$350 ﹤0.01% 1376
2025
Q2 		$1.19K Buy
17
+5
+42% +$375 ﹤0.01% 1072
2025
Q1 		$919 Buy
12
+4
+50% +$313 ﹤0.01% 1152
2024
Q4 		$616 Buy
+8
New +$628 ﹤0.01% 1073

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cornerstone Planning Group's MKC Position: Q2 2026 in Review

Cornerstone Planning Group increased its McCormick & Company Non-Voting (MKC) stake by 16% in Q2 2026, buying an estimated $1.47K and bringing the position to 212 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Cornerstone Planning Group first reported a position in MKC in Q4 2024 and has held it in 7 quarters since. 519 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Cornerstone Planning Group held 212 shares of McCormick & Company Non-Voting worth $11K as of Q2 2026.
  • Cornerstone Planning Group bought 30 McCormick & Company Non-Voting shares in Q2 2026, an estimated $1.47K.
  • McCormick & Company Non-Voting made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #865 holding.
  • Cornerstone Planning Group first reported a position in McCormick & Company Non-Voting in Q4 2024 and has held it in 7 quarters since.
  • 519 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.