Evergreen Capital Management’s McCormick & Company Non-Voting MKC Stock Holding History

Evergreen Capital 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 Q1	–	Sell	-3,240	Closed	-$222K	–	1582
2025 Q4	$222K	Buy	+3,240	New	+$215K	0.01%	1239
2020 Q1	–	Sell	-3,362	Closed	-$285K	–	452
2019 Q4	$285K	Hold	3,362	–	–	0.02%	362
2019 Q3	$263K	Sell	3,362 -300	-8%	-$24.1K	0.02%	328
2019 Q2	$284K	Hold	3,662	–	–	0.03%	324
2019 Q1	$276K	Sell	3,662 -4	-0.1%	-$270	0.03%	307
2018 Q4	$255K	Sell	3,666 -832	-18%	-$59.7K	0.03%	303
2018 Q3	$296K	Hold	4,498	–	–	0.03%	290
2018 Q2	$261K	Hold	4,498	–	–	0.02%	299
2018 Q1	$239K	Buy	+4,498	New	+$237K	0.02%	303

Other funds holding MKC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Evergreen Capital Management's MKC Position: Q1 2026 in Review

Evergreen Capital Management sold out of McCormick & Company Non-Voting (MKC) in Q1 2026, closing a stake of 3,240 shares — an estimated $222K sold.

Evergreen Capital Management first reported a position in MKC in Q1 2018 and held it in 9 quarters. The position peaked at $296K in Q3 2018. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

Evergreen Capital Management reported no remaining McCormick & Company Non-Voting position as of Q1 2026 after selling out during the quarter.
Evergreen Capital Management sold 3,240 McCormick & Company Non-Voting shares in Q1 2026, an estimated $222K.
Evergreen Capital Management first reported a position in McCormick & Company Non-Voting in Q1 2018 and held it in 9 quarters.
Evergreen Capital Management's McCormick & Company Non-Voting position peaked at $296K in Q3 2018.
953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.