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

Elmwood 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
Q2 		$501K Buy
9,934
+124
+1% +$6.08K 0.13% 130
2026
Q1 		$495K Sell
9,810
-419
-4% -$26.7K 0.14% 120
2025
Q4 		$697K Sell
10,229
-90
-0.9% -$5.98K 0.22% 100
2025
Q3 		$690K Sell
10,319
-100
-1% -$7K 0.24% 89
2025
Q2 		$790K Sell
10,419
-209
-2% -$15.7K 0.31% 81
2025
Q1 		$875K Sell
10,628
-650
-6% -$50.9K 0.36% 80
2024
Q4 		$860K Sell
11,278
-175
-2% -$13.7K 0.35% 80
2024
Q3 		$943K Sell
11,453
-370
-3% -$28.8K 0.39% 79
2024
Q2 		$839K Sell
11,823
-195
-2% -$14.2K 0.37% 82
2024
Q1 		$923K Buy
12,018
+5,290
+79% +$359K 0.4% 81
2023
Q4 		$460K Sell
6,728
-5,652
-46% -$370K 0.32% 76
2023
Q3 		$936K Buy
12,380
+46
+0.4% +$3.84K 0.45% 73
2023
Q2 		$1.08M Sell
12,334
-699
-5% -$61.8K 0.5% 67
2023
Q1 		$1.08M Sell
13,033
-69
-0.5% -$5.26K 0.51% 67
2022
Q4 		$1.09M Buy
13,102
+300
+2% +$24.2K 0.54% 65
2022
Q3 		$912K Buy
12,802
+101
+0.8% +$8.47K 0.46% 68
2022
Q2 		$1.06M Sell
12,701
-808
-6% -$76.6K 0.6% 61
2022
Q1 		$1.35M Sell
13,509
-473
-3% -$46.2K 0.69% 61
2021
Q4 		$1.35M Buy
+13,982
New +$1.19M 0.64% 59
2021
Q2 		$1.16M Sell
13,167
-25
-0.2% -$2.23K 0.61% 62
2021
Q1 		$1.18M Buy
+13,192
New +$1.17M 0.72% 53
2020
Q3 		$1.25M Hold
13,876
– – 1.01% 32
2020
Q2 		$1.25M Sell
13,876
-3,246
-19% -$267K 1.01% 32
2020
Q1 		$911K Buy
17,122
+3,112
+22% +$241K 0.87% 42
2019
Q4 		$1.19M Sell
14,010
-320
-2% -$26.5K 1.04% 34
2019
Q3 		$1.12M Sell
14,330
-46
-0.3% -$3.7K 1.13% 32
2019
Q2 		$1.11M Sell
14,376
-398
-3% -$30.7K 0.98% 35
2019
Q1 		$1.11M Sell
14,774
-610
-4% -$41.1K 1.03% 36
2018
Q4 		$1.07M Sell
15,384
-800
-5% -$57.4K 1.03% 33
2018
Q3 		$1.07M Sell
16,184
-788
-5% -$48.6K 0.88% 42
2018
Q2 		$985K Sell
16,972
-150
-0.9% -$7.88K 0.9% 39
2018
Q1 		$911K Buy
+17,122
New +$900K 0.87% 42

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elmwood Wealth Management's MKC Position: Q2 2026 in Review

Elmwood Wealth Management increased its McCormick & Company Non-Voting (MKC) stake by 1.3% in Q2 2026, buying an estimated $6.08K and bringing the position to 9,934 shares worth $501K. The position accounts for 0.13% of the portfolio, ranked #130.

Elmwood Wealth Management first reported a position in MKC in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.35M in Q4 2021. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Elmwood Wealth Management held 9,934 shares of McCormick & Company Non-Voting worth $501K as of Q2 2026.
  • Elmwood Wealth Management bought 124 McCormick & Company Non-Voting shares in Q2 2026, an estimated $6.08K.
  • McCormick & Company Non-Voting made up 0.13% of Elmwood Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Elmwood Wealth Management first reported a position in McCormick & Company Non-Voting in Q1 2018 and has held it in 32 quarters since.
  • Elmwood Wealth Management's McCormick & Company Non-Voting position peaked at $1.35M in Q4 2021.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.