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

Dakota 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
Q1 		$1.61M Sell
32,015
-8,936
-22% -$569K 0.03% 323
2025
Q4 		$2.79M Sell
40,951
-2,170
-5% -$144K 0.05% 241
2025
Q3 		$2.89M Sell
43,121
-5,019
-10% -$352K 0.06% 212
2025
Q2 		$3.65M Sell
48,140
-1,365
-3% -$102K 0.08% 193
2025
Q1 		$4.07M Sell
49,505
-1,368
-3% -$107K 0.1% 171
2024
Q4 		$3.88M Sell
50,873
-2,589
-5% -$203K 0.09% 181
2024
Q3 		$4.4M Sell
53,462
-821
-2% -$64K 0.1% 180
2024
Q2 		$3.85M Sell
54,283
-1,254
-2% -$91.3K 0.09% 195
2024
Q1 		$4.27M Sell
55,537
-374
-0.7% -$25.4K 0.11% 171
2023
Q4 		$3.83M Sell
55,911
-522
-0.9% -$34.2K 0.15% 146
2023
Q3 		$4.27M Sell
56,433
-314
-0.6% -$26.2K 0.19% 123
2023
Q2 		$4.95M Sell
56,747
-1,029
-2% -$90.9K 0.23% 104
2023
Q1 		$4.81M Sell
57,776
-740
-1% -$56.4K 0.32% 83
2022
Q4 		$4.85M Sell
58,516
-1,363
-2% -$110K 0.34% 73
2022
Q3 		$4.27M Sell
59,879
-71
-0.1% -$5.95K 0.35% 72
2022
Q2 		$4.99M Sell
59,950
-1,105
-2% -$105K 0.46% 56
2022
Q1 		$6.09M Buy
+61,055
New +$5.97M 0.49% 57

Other funds holding MKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dakota Wealth Management's MKC Position: Q1 2026 in Review

Dakota Wealth Management reduced its McCormick & Company Non-Voting (MKC) stake by 22% in Q1 2026, selling an estimated $569K and leaving 32,015 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #323.

Dakota Wealth Management first reported a position in MKC in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.09M in Q1 2022. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Dakota Wealth Management held 32,015 shares of McCormick & Company Non-Voting worth $1.61M as of Q1 2026.
  • Dakota Wealth Management sold 8,936 McCormick & Company Non-Voting shares in Q1 2026, an estimated $569K.
  • McCormick & Company Non-Voting made up 0.03% of Dakota Wealth Management's portfolio in Q1 2026, its #323 holding.
  • Dakota Wealth Management first reported a position in McCormick & Company Non-Voting in Q1 2022 and has held it in 17 quarters since.
  • Dakota Wealth Management's McCormick & Company Non-Voting position peaked at $6.09M in Q1 2022.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.