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

Diversify 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
2025
Q1 		– Sell
-28,249
Closed -$2.02M – 535
2024
Q4 		$2.02M Buy
28,249
+13,132
+87% +$1.03M 0.16% 157
2024
Q3 		$1.2M Buy
15,117
+1,768
+13% +$138K 0.12% 178
2024
Q2 		$1.02M Buy
+13,349
New +$972K 0.13% 159

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Diversify Wealth Management's MKC Position: Q1 2025 in Review

Diversify Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q1 2025, closing a stake of 28,249 shares — an estimated $2.02M sold.

Diversify Wealth Management first reported a position in MKC in Q2 2024 and held it in 3 quarters. The position peaked at $2.02M in Q4 2024. 1,031 funds tracked by Wall St. Rank hold MKC as of Q1 2025.

  • Diversify Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q1 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 28,249 McCormick & Company Non-Voting shares in Q1 2025, an estimated $2.02M.
  • Diversify Wealth Management first reported a position in McCormick & Company Non-Voting in Q2 2024 and held it in 3 quarters.
  • Diversify Wealth Management's McCormick & Company Non-Voting position peaked at $2.02M in Q4 2024.
  • 1,031 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2025.

Based on Diversify Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.