EWM
MKC icon

Evermay Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Evermay Wealth 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
Q2 		$3.93K Hold
78
– – ﹤0.01% 570
2026
Q1 		$3.94K Hold
78
– – ﹤0.01% 524
2025
Q4 		$5.31K Sell
78
-1,318
-94% -$87.5K ﹤0.01% 481
2025
Q3 		$93.4K Sell
1,396
-405
-22% -$28.4K 0.01% 271
2025
Q2 		$137K Buy
1,801
+154
+9% +$11.5K 0.02% 235
2025
Q1 		$136K Sell
1,647
-560
-25% -$43.9K 0.02% 228
2024
Q4 		$168K Buy
2,207
+274
+14% +$21.5K 0.03% 207
2024
Q3 		$159K Buy
1,933
+351
+22% +$27.4K 0.03% 219
2024
Q2 		$112K Buy
1,582
+41
+3% +$2.98K 0.02% 256
2024
Q1 		$118K Buy
1,541
+396
+35% +$26.9K 0.02% 259
2023
Q4 		$78.4K Sell
1,145
-435
-28% -$28.5K 0.01% 279
2023
Q3 		$120K Buy
1,580
+380
+32% +$31.7K 0.02% 215
2023
Q2 		$105K Sell
1,200
-32
-3% -$2.83K 0.02% 237
2023
Q1 		$103K Buy
1,232
+382
+45% +$29.1K 0.02% 237
2022
Q4 		$70.6K Buy
850
+450
+113% +$36.3K 0.01% 261
2022
Q3 		$29K Buy
400
+322
+413% +$27K 0.01% 316
2022
Q2 		$6K Hold
78
– – ﹤0.01% 431
2022
Q1 		$8K Hold
78
– – ﹤0.01% 434
2021
Q4 		$8K Hold
78
– – ﹤0.01% 419
2021
Q3 		$6K Hold
78
– – ﹤0.01% 405
2021
Q2 		$7K Buy
+78
New +$6.96K ﹤0.01% 430

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

Evermay Wealth Management's MKC Position: Q2 2026 in Review

Evermay Wealth Management held its McCormick & Company Non-Voting (MKC) position steady in Q2 2026 at 78 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Evermay Wealth Management first reported a position in MKC in Q2 2021 and has held it in 21 quarters since. The position peaked at $168K in Q4 2024. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Evermay Wealth Management held 78 shares of McCormick & Company Non-Voting worth $3.93K as of Q2 2026.
  • Evermay Wealth Management left its McCormick & Company Non-Voting share count unchanged in Q2 2026.
  • McCormick & Company Non-Voting made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #570 holding.
  • Evermay Wealth Management first reported a position in McCormick & Company Non-Voting in Q2 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's McCormick & Company Non-Voting position peaked at $168K in Q4 2024.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.