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

Cornerstone 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	–	Sell	-2,582	Closed	-$213K	–	661
2025 Q1	$213K	Buy	+2,582	New	+$202K	0.01%	567
2024 Q4	–	Sell	-2,571	Closed	-$212K	–	593
2024 Q3	$212K	Buy	+2,571	New	+$200K	0.01%	536
2018 Q3	–	Sell	-22,674	Closed	-$98K	–	1437
2018 Q2	$98K	Buy	+22,674	New	+$1.19M	﹤0.01%	1408
2017 Q3	–	Sell	-8,078	Closed	-$382K	–	405
2017 Q2	$382K	Buy	+8,078	New	+$409K	0.09%	229
2016 Q4	–	Sell	-6,302	Closed	-$304K	–	295
2016 Q3	$304K	Buy	+6,302	New	+$319K	0.11%	192

Other funds holding MKC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q2 2025, closing a stake of 2,582 shares — an estimated $213K sold.

Cornerstone Wealth Management first reported a position in MKC in Q3 2016 and held it in 5 quarters. The position peaked at $382K in Q2 2017. 1,029 funds tracked by Wall St. Rank hold MKC as of Q2 2025.

Cornerstone Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q2 2025 after selling out during the quarter.
Cornerstone Wealth Management sold 2,582 McCormick & Company Non-Voting shares in Q2 2025, an estimated $213K.
Cornerstone Wealth Management first reported a position in McCormick & Company Non-Voting in Q3 2016 and held it in 5 quarters.
Cornerstone Wealth Management's McCormick & Company Non-Voting position peaked at $382K in Q2 2017.
1,029 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2025.

Based on Cornerstone Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.