CX Institutional
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CX Institutional’s McCormick & Company Non-Voting MKC Stock Holding History

CX Institutional’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
Q3 		$156K Buy
3,372
+481
+17% +$25K ﹤0.01% 793
2026
Q2 		$146K Buy
2,891
+2,495
+630% +$122K ﹤0.01% 799
2026
Q1 		$20K Sell
396
-3,824
-91% -$244K ﹤0.01% 1136
2025
Q4 		$287K Buy
4,220
+1,884
+81% +$125K 0.01% 597
2025
Q3 		$156K Sell
2,336
-906
-28% -$63.5K ﹤0.01% 754
2025
Q2 		$246K Sell
3,242
-93
-3% -$6.97K 0.01% 559
2025
Q1 		$275K Buy
+3,335
New +$261K 0.01% 506
2022
Q3 		– Sell
-717
Closed -$60K – 881
2022
Q2 		$60K Buy
+717
New +$67.9K ﹤0.01% 636
2021
Q4 		– Sell
-675
Closed -$55K – 702
2021
Q3 		$55K Buy
675
+112
+20% +$9.6K ﹤0.01% 562
2021
Q2 		$50K Buy
563
+109
+24% +$9.7K ﹤0.01% 566
2021
Q1 		$40K Buy
454
+53
+13% +$4.72K ﹤0.01% 536
2020
Q4 		$38K Buy
401
+63
+19% +$5.95K ﹤0.01% 492
2020
Q3 		$33K Buy
338
+32
+10% +$3.13K ﹤0.01% 455
2020
Q2 		$27K Buy
306
+62
+25% +$5.11K ﹤0.01% 400
2020
Q1 		$17K Buy
244
+42
+21% +$3.26K ﹤0.01% 397
2019
Q4 		$17K Hold
202
– – ﹤0.01% 366
2019
Q3 		$16K Buy
202
+92
+84% +$7.39K ﹤0.01% 404
2019
Q2 		$9K Hold
110
– – ﹤0.01% 507
2019
Q1 		$8K Buy
+110
New +$7.42K ﹤0.01% 481

Other funds holding MKC

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

CX Institutional's MKC Position: Q3 2026 in Review

CX Institutional increased its McCormick & Company Non-Voting (MKC) stake by 17% in Q3 2026, buying an estimated $25K and bringing the position to 3,372 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

CX Institutional first reported a position in MKC in Q1 2019 and has held it in 19 quarters since. The position peaked at $287K in Q4 2025. 222 funds tracked by Wall St. Rank hold MKC as of Q3 2026.

  • CX Institutional held 3,372 shares of McCormick & Company Non-Voting worth $156K as of Q3 2026.
  • CX Institutional bought 481 McCormick & Company Non-Voting shares in Q3 2026, an estimated $25K.
  • McCormick & Company Non-Voting made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #793 holding.
  • CX Institutional first reported a position in McCormick & Company Non-Voting in Q1 2019 and has held it in 19 quarters since.
  • CX Institutional's McCormick & Company Non-Voting position peaked at $287K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.