Financial Perspectives’s McCormick & Company Non-Voting MKC Stock Holding History

Financial Perspectives’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	$25.2K	Hold	500	–	–	0.01%	430
2026 Q1	$25.2K	Hold	500	–	–	0.01%	413
2025 Q4	$34.1K	Sell	500 -43	-8%	-$2.86K	0.01%	369
2025 Q3	$36.3K	Hold	543	–	–	0.01%	356
2025 Q2	$41.2K	Hold	543	–	–	0.01%	329
2025 Q1	$44.7K	Hold	543	–	–	0.02%	312
2024 Q4	$41.4K	Hold	543	–	–	0.01%	317
2024 Q3	$44.7K	Hold	543	–	–	0.02%	295
2024 Q2	$38.5K	Hold	543	–	–	0.01%	305
2024 Q1	$41.7K	Hold	543	–	–	0.02%	298
2023 Q4	$37.2K	Buy	543 +100	+23%	+$6.54K	0.02%	304
2023 Q3	$33.5K	Buy	443 +43	+11%	+$3.59K	0.02%	298
2023 Q2	$34.9K	Hold	400	–	–	0.02%	302
2023 Q1	$33.3K	Hold	400	–	–	0.02%	302
2022 Q4	$33.2K	Hold	400	–	–	0.02%	301
2022 Q3	$28.5K	Hold	400	–	–	0.02%	303
2022 Q2	$33.3K	Hold	400	–	–	0.02%	283
2022 Q1	$39.9K	Hold	400	–	–	0.02%	281
2021 Q4	$38.6K	Hold	400	–	–	0.02%	270
2021 Q3	$32.4K	Hold	400	–	–	0.02%	290
2021 Q2	$35.3K	Sell	400 -35,264	-99%	-$3.15M	0.02%	297
2021 Q1	$400K	Buy	35,664 +35,264	+8,816%	+$3.14M	0.02%	316
2020 Q4	$38.2K	Hold	400	–	–	0.02%	254
2020 Q3	$38.8K	Hold	400	–	–	0.03%	224
2020 Q2	$35.9K	Hold	400	–	–	0.03%	213
2020 Q1	$28.2K	Hold	400	–	–	0.02%	211
2019 Q4	$33.9K	Buy	+400	New	+$33.1K	0.02%	209

Other funds holding MKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Perspectives's MKC Position: Q2 2026 in Review

Financial Perspectives held its McCormick & Company Non-Voting (MKC) position steady in Q2 2026 at 500 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #430.

Financial Perspectives first reported a position in MKC in Q4 2019 and has held it in 27 quarters since. The position peaked at $400K in Q1 2021. 950 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Financial Perspectives held 500 shares of McCormick & Company Non-Voting worth $25.2K as of Q2 2026.
Financial Perspectives left its McCormick & Company Non-Voting share count unchanged in Q2 2026.
McCormick & Company Non-Voting made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #430 holding.
Financial Perspectives first reported a position in McCormick & Company Non-Voting in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's McCormick & Company Non-Voting position peaked at $400K in Q1 2021.
950 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.