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Diversify Advisory Services’s McCormick & Company Non-Voting MKC Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-9,098
Closed -$649K – 667
2024
Q4 		$649K Sell
9,098
-8,556
-48% -$672K 0.04% 306
2024
Q3 		$1.39M Sell
17,654
-2,884
-14% -$225K 0.07% 207
2024
Q2 		$1.44M Sell
20,538
-5,437
-21% -$396K 0.08% 191
2024
Q1 		$1.99M Buy
+25,975
New +$1.77M 0.12% 156

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Diversify Advisory Services's MKC Position: Q1 2025 in Review

Diversify Advisory Services sold out of McCormick & Company Non-Voting (MKC) in Q1 2025, closing a stake of 9,098 shares — an estimated $649K sold.

Diversify Advisory Services first reported a position in MKC in Q1 2024 and held it in 4 quarters. The position peaked at $1.99M in Q1 2024. 1,034 funds tracked by Wall St. Rank hold MKC as of Q1 2025.

  • Diversify Advisory Services reported no remaining McCormick & Company Non-Voting position as of Q1 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 9,098 McCormick & Company Non-Voting shares in Q1 2025, an estimated $649K.
  • Diversify Advisory Services first reported a position in McCormick & Company Non-Voting in Q1 2024 and held it in 4 quarters.
  • Diversify Advisory Services's McCormick & Company Non-Voting position peaked at $1.99M in Q1 2024.
  • 1,034 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.