FAIM
MKC icon

Financial Advocates Investment Management’s McCormick & Company Non-Voting MKC Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-2,916
Closed -$221K – 379
2025
Q2 		$221K Buy
2,916
+56
+2% +$4.2K 0.02% 566
2025
Q1 		$235K Sell
2,860
-93
-3% -$7.29K 0.02% 631
2024
Q4 		$225K Sell
2,953
-52
-2% -$4.08K 0.01% 675
2024
Q3 		$247K Sell
3,005
-181
-6% -$14.1K 0.01% 658
2024
Q2 		$226K Sell
3,186
-47
-1% -$3.42K 0.01% 646
2024
Q1 		$248K Sell
3,233
-431
-12% -$29.3K 0.01% 661
2023
Q4 		$251K Sell
3,664
-132
-3% -$8.64K 0.02% 625
2023
Q3 		$287K Buy
3,796
+10
+0.3% +$835 0.02% 538
2023
Q2 		$330K Sell
3,786
-83
-2% -$7.33K 0.02% 498
2023
Q1 		$322K Sell
3,869
-184
-5% -$14K 0.02% 532
2022
Q4 		$336K Sell
4,053
-45
-1% -$3.63K 0.03% 529
2022
Q3 		$292K Buy
4,098
+10
+0.2% +$839 0.02% 550
2022
Q2 		$340K Buy
4,088
+41
+1% +$3.88K 0.03% 481
2022
Q1 		$404K Buy
4,047
+9
+0.2% +$880 0.03% 498
2021
Q4 		$390K Buy
+4,038
New +$344K 0.02% 556
2021
Q1 		– Sell
-2,476
Closed -$237K – 778
2020
Q4 		$237K Sell
2,476
-120
-5% -$11.3K 0.02% 628
2020
Q3 		$252K Buy
+2,596
New +$254K 0.02% 517

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's MKC Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 2,916 shares — an estimated $221K sold.

Financial Advocates Investment Management first reported a position in MKC in Q3 2020 and held it in 17 quarters. The position peaked at $404K in Q1 2022. 969 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,916 McCormick & Company Non-Voting shares in Q3 2025, an estimated $221K.
  • Financial Advocates Investment Management first reported a position in McCormick & Company Non-Voting in Q3 2020 and held it in 17 quarters.
  • Financial Advocates Investment Management's McCormick & Company Non-Voting position peaked at $404K in Q1 2022.
  • 969 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.