Creative Planning’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.6M | Buy |
348,554
+253,398
| +266% | +$12.4M | 0.01% | 569 |
|
|
2026
Q1 | $4.8M | Buy |
95,156
+17,422
| +22% | +$1.11M | ﹤0.01% | 1232 |
|
|
2025
Q4 | $5.29M | Sell |
77,734
-2,253
| -3% | -$150K | ﹤0.01% | 970 |
|
|
2025
Q3 | $5.35M | Sell |
79,987
-11,854
| -13% | -$830K | ﹤0.01% | 836 |
|
|
2025
Q2 | $6.96M | Buy |
91,841
+18,569
| +25% | +$1.39M | 0.01% | 643 |
|
|
2025
Q1 | $6.03M | Sell |
73,272
-54,077
| -42% | -$4.24M | 0.01% | 649 |
|
|
2024
Q4 | $9.71M | Sell |
127,349
-6,166
| -5% | -$484K | 0.01% | 456 |
|
|
2024
Q3 | $11M | Sell |
133,515
-748
| -0.6% | -$58.3K | 0.01% | 413 |
|
|
2024
Q2 | $9.52M | Buy |
134,263
+11,923
| +10% | +$868K | 0.01% | 427 |
|
|
2024
Q1 | $9.4M | Buy |
122,340
+866
| +0.7% | +$58.8K | 0.01% | 421 |
|
|
2023
Q4 | $8.31M | Buy |
121,474
+61,131
| +101% | +$4M | 0.02% | 424 |
|
|
2023
Q3 | $4.56M | Buy |
60,343
+41
| +0.1% | +$3.42K | 0.01% | 560 |
|
|
2023
Q2 | $5.26M | Buy |
60,302
+4,396
| +8% | +$388K | 0.01% | 508 |
|
|
2023
Q1 | $4.65M | Buy |
55,906
+1,020
| +2% | +$77.8K | 0.01% | 527 |
|
|
2022
Q4 | $4.55M | Sell |
54,886
-323
| -0.6% | -$26K | 0.01% | 515 |
|
|
2022
Q3 | $3.94M | Buy |
55,209
+1,210
| +2% | +$101K | 0.01% | 495 |
|
|
2022
Q2 | $4.5M | Buy |
53,999
+6,636
| +14% | +$629K | 0.01% | 483 |
|
|
2022
Q1 | $4.73M | Buy |
47,363
+1,947
| +4% | +$190K | 0.01% | 463 |
|
|
2021
Q4 | $4.39M | Sell |
45,416
-66,734
| -60% | -$5.68M | 0.01% | 448 |
|
|
2021
Q3 | $9.09M | Buy |
112,150
+61,617
| +122% | +$5.29M | 0.02% | 283 |
|
|
2021
Q2 | $4.46M | Buy |
50,533
+11,191
| +28% | +$998K | 0.01% | 440 |
|
|
2021
Q1 | $3.51M | Buy |
39,342
+1,397
| +4% | +$124K | 0.01% | 514 |
|
|
2020
Q4 | $3.63M | Sell |
37,945
-547
| -1% | -$51.6K | 0.01% | 459 |
|
|
2020
Q3 | $3.74M | Sell |
38,492
-262
| -0.7% | -$25.6K | 0.01% | 372 |
|
|
2020
Q2 | $3.48M | Buy |
38,754
+758
| +2% | +$62.4K | 0.01% | 340 |
|
|
2020
Q1 | $2.68M | Sell |
37,996
-2,764
| -7% | -$214K | 0.01% | 354 |
|
|
2019
Q4 | $3.46M | Buy |
40,760
+1,504
| +4% | +$124K | 0.01% | 367 |
|
|
2019
Q3 | $3.07M | Buy |
39,256
+1,288
| +3% | +$103K | 0.01% | 390 |
|
|
2019
Q2 | $2.94M | Buy |
37,968
+656
| +2% | +$50.6K | 0.01% | 390 |
|
|
2019
Q1 | $2.81M | Sell |
37,312
-520
| -1% | -$35.1K | 0.01% | 378 |
|
|
2018
Q4 | $2.63M | Buy |
37,832
+1,146
| +3% | +$82.2K | 0.01% | 367 |
|
|
2018
Q3 | $2.42M | Buy |
36,686
+308
| +0.8% | +$19K | 0.01% | 431 |
|
|
2018
Q2 | $2.11M | Sell |
36,378
-900
| -2% | -$47.2K | 0.01% | 457 |
|
|
2018
Q1 | $1.98M | Buy |
37,278
+504
| +1% | +$26.5K | 0.01% | 467 |
|
|
2017
Q4 | $1.87M | Buy |
36,774
+1,290
| +4% | +$64.3K | 0.01% | 482 |
|
|
2017
Q3 | $1.82M | Sell |
35,484
-1,484
| -4% | -$71.5K | 0.01% | 494 |
|
|
2017
Q2 | $1.8M | Buy |
36,968
+804
| +2% | +$40.7K | 0.01% | 472 |
|
|
2017
Q1 | $1.76M | Buy |
36,164
+76
| +0.2% | +$3.68K | 0.01% | 462 |
|
|
2016
Q4 | $1.68M | Sell |
36,088
-20
| -0.1% | -$933 | 0.01% | 452 |
|
|
2016
Q3 | $1.8M | Buy |
36,108
+2,740
| +8% | +$139K | 0.01% | 405 |
|
|
2016
Q2 | $1.78M | Buy |
33,368
+1,836
| +6% | +$89.6K | 0.01% | 364 |
|
|
2016
Q1 | $1.57M | Buy |
31,532
+1,118
| +4% | +$50.2K | 0.01% | 374 |
|
|
2015
Q4 | $1.3M | Sell |
30,414
-762
| -2% | -$32.1K | 0.01% | 425 |
|
|
2015
Q3 | $1.28M | Sell |
31,176
-1,076
| -3% | -$43.7K | 0.01% | 413 |
|
|
2015
Q2 | $1.3M | Sell |
32,252
-560
| -2% | -$21.8K | 0.01% | 395 |
|
|
2015
Q1 | $1.26M | Sell |
32,812
-666
| -2% | -$24.7K | 0.01% | 394 |
|
|
2014
Q4 | $1.24M | Buy |
33,478
+4,294
| +15% | +$154K | 0.01% | 383 |
|
|
2014
Q3 | $976K | Sell |
29,184
-62
| -0.2% | -$2.13K | 0.01% | 413 |
|
|
2014
Q2 | $1.05M | Buy |
29,246
+88
| +0.3% | +$3.14K | 0.01% | 374 |
|
|
2014
Q1 | $1.05M | Sell |
29,158
-22
| -0.1% | -$741 | 0.02% | 359 |
|
|
2013
Q4 | $1.01M | Sell |
29,180
-356
| -1% | -$12.1K | 0.02% | 301 |
|
|
2013
Q3 | $955K | Buy |
29,536
+552
| +2% | +$19.4K | 0.02% | 270 |
|
|
2013
Q2 | $1.02M | Buy |
+28,984
| New | +$1.04M | 0.02% | 225 |
|
Other funds holding MKC
Creative Planning's MKC Position: Q2 2026 in Review
Creative Planning increased its McCormick & Company Non-Voting (MKC) stake by 266% in Q2 2026, buying an estimated $12.4M and bringing the position to 348,554 shares worth $17.6M. The position accounts for 0.01% of the portfolio, ranked #569.
Creative Planning first reported a position in MKC in Q2 2013 and has held it in 53 quarters since. 948 funds tracked by Wall St. Rank hold MKC as of Q2 2026.
- Creative Planning held 348,554 shares of McCormick & Company Non-Voting worth $17.6M as of Q2 2026.
- Creative Planning bought 253,398 McCormick & Company Non-Voting shares in Q2 2026, an estimated $12.4M.
- McCormick & Company Non-Voting made up 0.01% of Creative Planning's portfolio in Q2 2026, its #569 holding.
- Creative Planning first reported a position in McCormick & Company Non-Voting in Q2 2013 and has held it in 53 quarters since.
- 948 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.