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EP Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

EP Wealth Advisors’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 		$238K Sell
4,723
-1,020
-18% -$50K ﹤0.01% 1421
2026
Q1 		$290K Buy
5,743
+973
+20% +$62K ﹤0.01% 1187
2025
Q4 		$325K Buy
+4,770
New +$317K ﹤0.01% 1090
2025
Q2 		$554K Buy
7,302
+1,263
+21% +$94.6K ﹤0.01% 745
2025
Q1 		$497K Buy
6,039
+51
+0.9% +$4K ﹤0.01% 710
2024
Q4 		$457K Buy
5,988
+357
+6% +$28K ﹤0.01% 724
2024
Q3 		$463K Buy
5,631
+716
+15% +$55.8K ﹤0.01% 714
2024
Q2 		$349K Buy
4,915
+336
+7% +$24.5K ﹤0.01% 611
2024
Q1 		$352K Buy
4,579
+217
+5% +$14.7K ﹤0.01% 587
2023
Q4 		$298K Buy
+4,362
New +$285K ﹤0.01% 619
2023
Q3 		– Sell
-11,441
Closed -$200K – 766
2023
Q2 		$200K Buy
+11,441
New +$1.01M ﹤0.01% 659
2022
Q3 		– Sell
-3,686
Closed -$307K – 514
2022
Q2 		$307K Sell
3,686
-326
-8% -$30.9K 0.01% 474
2022
Q1 		$400K Buy
4,012
+188
+5% +$18.4K 0.01% 430
2021
Q4 		$369K Buy
3,824
+13
+0.3% +$1.11K 0.01% 421
2021
Q3 		$309K Sell
3,811
-5
-0.1% -$429 0.01% 422
2021
Q2 		$337K Buy
+3,816
New +$340K 0.01% 421

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

EP Wealth Advisors's MKC Position: Q2 2026 in Review

EP Wealth Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 18% in Q2 2026, selling an estimated $50K and leaving 4,723 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

EP Wealth Advisors first reported a position in MKC in Q2 2021 and has held it in 16 quarters since. The position peaked at $554K in Q2 2025. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • EP Wealth Advisors held 4,723 shares of McCormick & Company Non-Voting worth $238K as of Q2 2026.
  • EP Wealth Advisors sold 1,020 McCormick & Company Non-Voting shares in Q2 2026, an estimated $50K.
  • McCormick & Company Non-Voting made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1421 holding.
  • EP Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q2 2021 and has held it in 16 quarters since.
  • EP Wealth Advisors's McCormick & Company Non-Voting position peaked at $554K in Q2 2025.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.