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

FORA Capital’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 Q4	–	Sell	-5,257	Closed	-$352K	–	572
2025 Q3	$352K	Buy	+5,257	New	+$368K	0.06%	346
2023 Q4	–	Sell	-26,553	Closed	-$2.01M	–	559
2023 Q3	$2.01M	Buy	+26,553	New	+$2.22M	0.18%	156
2022 Q4	–	Sell	-17,436	Closed	-$1.24M	–	594
2022 Q3	$1.24M	Sell	17,436 -9,019	-34%	-$756K	0.24%	128
2022 Q2	$2.2M	Buy	26,455 +21,844	+474%	+$2.07M	0.44%	64
2022 Q1	$448K	Buy	+4,611	New	+$451K	0.08%	307
2021 Q2	–	Sell	-749	Closed	-$67K	–	1045
2021 Q1	$67K	Buy	+749	New	+$66.6K	0.02%	494
2020 Q4	–	Sell	-4,082	Closed	-$396K	–	1052
2020 Q3	$396K	Buy	4,082 +2,386	+141%	+$234K	0.26%	84
2020 Q2	$152K	Sell	1,696 -666	-28%	-$54.9K	0.05%	406
2020 Q1	$167K	Sell	2,362 -16,366	-87%	-$1.27M	0.04%	490
2019 Q4	$1.59M	Buy	+18,728	New	+$1.55M	0.16%	165

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FORA Capital's MKC Position: Q4 2025 in Review

FORA Capital sold out of McCormick & Company Non-Voting (MKC) in Q4 2025, closing a stake of 5,257 shares — an estimated $352K sold.

FORA Capital first reported a position in MKC in Q4 2019 and held it in 10 quarters. The position peaked at $2.2M in Q2 2022. 985 funds tracked by Wall St. Rank hold MKC as of Q4 2025.

FORA Capital reported no remaining McCormick & Company Non-Voting position as of Q4 2025 after selling out during the quarter.
FORA Capital sold 5,257 McCormick & Company Non-Voting shares in Q4 2025, an estimated $352K.
FORA Capital first reported a position in McCormick & Company Non-Voting in Q4 2019 and held it in 10 quarters.
FORA Capital's McCormick & Company Non-Voting position peaked at $2.2M in Q2 2022.
985 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.