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Essex Financial Services’s McCormick & Company Non-Voting MKC Stock Holding History

Essex Financial 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
2026
Q2 		$251K Buy
4,976
+637
+15% +$31.3K 0.01% 710
2026
Q1 		$219K Sell
4,339
-623
-13% -$39.7K 0.01% 725
2025
Q4 		$338K Sell
4,962
-2
-0% -$133 0.02% 564
2025
Q3 		$332K Sell
4,964
-28
-0.6% -$1.96K 0.02% 549
2025
Q2 		$378K Sell
4,992
-124
-2% -$9.29K 0.02% 481
2025
Q1 		$421K Buy
5,116
+87
+2% +$6.82K 0.03% 417
2024
Q4 		$383K Sell
5,029
-205
-4% -$16.1K 0.03% 432
2024
Q3 		$414K Buy
5,234
+263
+5% +$20.5K 0.03% 415
2024
Q2 		$387K Buy
+4,971
New +$362K 0.03% 427
2023
Q3 		– Sell
-2,479
Closed -$216K – 486
2023
Q2 		$216K Buy
+2,479
New +$219K 0.02% 434
2022
Q2 		– Sell
-2,301
Closed -$230K – 507
2022
Q1 		$230K Buy
2,301
+105
+5% +$10.3K 0.02% 435
2021
Q4 		$212K Buy
+2,196
New +$187K 0.02% 464
2021
Q3 		– Sell
-2,364
Closed -$211K – 473
2021
Q2 		$211K Hold
2,364
– – 0.03% 424
2021
Q1 		$211K Sell
2,364
-26
-1% -$2.31K 0.04% 332
2020
Q4 		$228K Sell
2,390
-10
-0.4% -$944 0.05% 289
2020
Q3 		$233K Buy
2,400
+10
+0.4% +$979 0.06% 247
2020
Q2 		$214K Buy
+2,390
New +$197K 0.07% 233
2020
Q1 		– Sell
-2,508
Closed -$213K – 264
2019
Q4 		$213K Sell
2,508
-114
-4% -$9.43K 0.06% 244
2019
Q3 		$205K Buy
+2,622
New +$211K 0.07% 235
2018
Q4 		– Sell
-3,540
Closed -$233K – 275
2018
Q3 		$233K Buy
+3,540
New +$218K 0.05% 255

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 $3.38T AUM 44.17% 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

Essex Financial Services's MKC Position: Q2 2026 in Review

Essex Financial Services increased its McCormick & Company Non-Voting (MKC) stake by 15% in Q2 2026, buying an estimated $31.3K and bringing the position to 4,976 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #710.

Essex Financial Services first reported a position in MKC in Q3 2018 and has held it in 20 quarters since. The position peaked at $421K in Q1 2025. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Essex Financial Services held 4,976 shares of McCormick & Company Non-Voting worth $251K as of Q2 2026.
  • Essex Financial Services bought 637 McCormick & Company Non-Voting shares in Q2 2026, an estimated $31.3K.
  • McCormick & Company Non-Voting made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #710 holding.
  • Essex Financial Services first reported a position in McCormick & Company Non-Voting in Q3 2018 and has held it in 20 quarters since.
  • Essex Financial Services's McCormick & Company Non-Voting position peaked at $421K in Q1 2025.
  • 954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.