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EverSource Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

EverSource Wealth Advisors’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 		$125K Buy
2,481
+692
+39% +$44.1K ﹤0.01% 1297
2025
Q4 		$122K Sell
1,789
-67
-4% -$4.45K ﹤0.01% 1210
2025
Q3 		$124K Sell
1,856
-2,195
-54% -$154K ﹤0.01% 1165
2025
Q2 		$307K Buy
4,051
+450
+12% +$33.7K 0.01% 658
2025
Q1 		$296K Buy
3,601
+1,541
+75% +$121K 0.02% 534
2024
Q4 		$157K Buy
2,060
+220
+12% +$17.3K 0.01% 752
2024
Q3 		$151K Buy
1,840
+99
+6% +$7.72K 0.01% 650
2024
Q2 		$134K Buy
1,741
+6
+0.3% +$437 0.01% 697
2024
Q1 		$132K Buy
1,735
+1,548
+828% +$105K 0.01% 618
2023
Q4 		$12.8K Buy
187
+7
+4% +$458 ﹤0.01% 1451
2023
Q3 		$13.6K Sell
180
-6
-3% -$501 ﹤0.01% 1277
2023
Q2 		$16.2K Buy
186
+63
+51% +$5.57K ﹤0.01% 1232
2023
Q1 		$10.2K Sell
123
-28
-19% -$2.13K ﹤0.01% 1341
2022
Q4 		$12.5K Sell
151
-42
-22% -$3.39K ﹤0.01% 1250
2022
Q3 		$14K Buy
193
+68
+54% +$5.7K ﹤0.01% 1023
2022
Q2 		$10K Buy
125
+5
+4% +$474 ﹤0.01% 1035
2022
Q1 		$12K Buy
120
+34
+40% +$3.32K ﹤0.01% 911
2021
Q4 		$8K Buy
+86
New +$7.32K ﹤0.01% 1056

Other funds holding MKC

BlackRock
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
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 $95.5B AUM 28.4% 1-Year Est. Return

EverSource Wealth Advisors's MKC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its McCormick & Company Non-Voting (MKC) stake by 39% in Q1 2026, buying an estimated $44.1K and bringing the position to 2,481 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

EverSource Wealth Advisors first reported a position in MKC in Q4 2021 and has held it in 18 quarters since. The position peaked at $307K in Q2 2025. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • EverSource Wealth Advisors held 2,481 shares of McCormick & Company Non-Voting worth $125K as of Q1 2026.
  • EverSource Wealth Advisors bought 692 McCormick & Company Non-Voting shares in Q1 2026, an estimated $44.1K.
  • McCormick & Company Non-Voting made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1297 holding.
  • EverSource Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's McCormick & Company Non-Voting position peaked at $307K in Q2 2025.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.