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

Dogwood 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
Q3 		– Sell
-4
Closed -$292 – 789
2025
Q2 		$292 Buy
+4
New +$300 ﹤0.01% 656
2024
Q3 		– Hold
0
– – – 410
2024
Q2 		– Hold
0
– – – 512
2024
Q1 		– Hold
0
– – – 514
2023
Q4 		– Hold
0
– – – 487

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dogwood Wealth Management's MKC Position: Q3 2025 in Review

Dogwood Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 4 shares — an estimated $292 sold.

Dogwood Wealth Management first reported a position in MKC in Q2 2025 and held it in 1 quarter. The position peaked at $292 in Q2 2025. 970 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

  • Dogwood Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 4 McCormick & Company Non-Voting shares in Q3 2025, an estimated $292.
  • Dogwood Wealth Management first reported a position in McCormick & Company Non-Voting in Q2 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's McCormick & Company Non-Voting position peaked at $292 in Q2 2025.
  • 970 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on Dogwood Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.