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Estate Planners Group’s McCormick & Company Non-Voting MKC Stock Holding History

Estate Planners Group’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
Q1 		– Sell
-404
Closed -$27.5K – 286
2025
Q4 		$27.5K Buy
+404
New +$26.8K 0.01% 183

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Vanguard Capital Management
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State Street
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Vanguard Portfolio Management
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Estate Planners Group's MKC Position: Q1 2026 in Review

Estate Planners Group sold out of McCormick & Company Non-Voting (MKC) in Q1 2026, closing a stake of 404 shares — an estimated $27.5K sold.

Estate Planners Group first reported a position in MKC in Q4 2025 and held it in 1 quarter. The position peaked at $27.5K in Q4 2025. 961 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Estate Planners Group reported no remaining McCormick & Company Non-Voting position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 404 McCormick & Company Non-Voting shares in Q1 2026, an estimated $27.5K.
  • Estate Planners Group first reported a position in McCormick & Company Non-Voting in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's McCormick & Company Non-Voting position peaked at $27.5K in Q4 2025.
  • 961 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.