DiNuzzo Private Wealth’s McCormick & Company Non-Voting MKC Stock Holding History

DiNuzzo Private Wealth’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	$656	Sell	13 -18	-58%	-$883	﹤0.01%	1029
2026 Q1	$1.56K	Hold	31	–	–	﹤0.01%	729
2025 Q4	$2.11K	Sell	31 -1	-3%	-$66	﹤0.01%	624
2025 Q3	$2.25K	Sell	32 -1	-3%	-$70	﹤0.01%	594
2025 Q2	$2.5K	Hold	33	–	–	﹤0.01%	546
2025 Q1	$2.72K	Buy	33 +4	+14%	+$313	﹤0.01%	502
2024 Q4	$2.21K	Buy	29 +5	+21%	+$393	﹤0.01%	570
2024 Q3	$1.98K	Buy	24 +4	+20%	+$312	﹤0.01%	616
2024 Q2	$1.42K	Buy	20 +1	+5%	+$73	﹤0.01%	643
2024 Q1	$1.46K	Buy	19 +6	+46%	+$408	﹤0.01%	593
2023 Q4	$890	Buy	+13	New	+$851	﹤0.01%	748

Other funds holding MKC

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return