EPIMS
MKC icon

Evelyn Partners Investment Management Services’s McCormick & Company Non-Voting MKC Stock Holding History

Evelyn Partners Investment Management 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
Q1 		$3.75M Hold
74,378
– – 0.44% 50
2025
Q4 		$5.07M Sell
74,378
-2,401
-3% -$159K 0.63% 42
2025
Q3 		$5.14M Hold
76,779
– – 0.69% 42
2025
Q2 		$5.82M Sell
76,779
-2,743
-3% -$206K 0.87% 34
2025
Q1 		$6.55M Sell
79,522
-2,495
-3% -$196K 1.07% 33
2024
Q4 		$6.25M Buy
+82,017
New +$6.44M 1.09% 34

Other funds holding MKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Evelyn Partners Investment Management Services's MKC Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its McCormick & Company Non-Voting (MKC) position steady in Q1 2026 at 74,378 shares worth $3.75M. The position accounts for 0.44% of the portfolio, ranked #50.

Evelyn Partners Investment Management Services first reported a position in MKC in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.55M in Q1 2025. 956 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Evelyn Partners Investment Management Services held 74,378 shares of McCormick & Company Non-Voting worth $3.75M as of Q1 2026.
  • Evelyn Partners Investment Management Services left its McCormick & Company Non-Voting share count unchanged in Q1 2026.
  • McCormick & Company Non-Voting made up 0.44% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #50 holding.
  • Evelyn Partners Investment Management Services first reported a position in McCormick & Company Non-Voting in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's McCormick & Company Non-Voting position peaked at $6.55M in Q1 2025.
  • 956 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.