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

Forum Financial 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 Q1	–	Sell	-7,728	Closed	-$526K	–	723
2025 Q4	$526K	Buy	7,728 +2,126	+38%	+$141K	0.01%	447
2025 Q3	$375K	Buy	5,602 +410	+8%	+$28.7K	0.01%	607
2025 Q2	$394K	Buy	5,192 +623	+14%	+$46.7K	0.01%	515
2025 Q1	$376K	Buy	4,569 +439	+11%	+$34.4K	0.01%	478
2024 Q4	$315K	Buy	+4,130	New	+$324K	0.01%	585
2023 Q4	–	Sell	-2,865	Closed	-$217K	–	708
2023 Q3	$217K	Buy	2,865 +77	+3%	+$6.43K	﹤0.01%	556
2023 Q2	$243K	Hold	2,788	–	–	0.01%	520
2023 Q1	$232K	Buy	+2,788	New	+$213K	0.01%	494
2022 Q2	–	Sell	-2,739	Closed	-$273K	–	625
2022 Q1	$273K	Hold	2,739	–	–	0.01%	441
2021 Q4	$265K	Buy	+2,739	New	+$233K	0.01%	476

Other funds holding MKC

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

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Forum Financial Management's MKC Position: Q1 2026 in Review

Forum Financial Management sold out of McCormick & Company Non-Voting (MKC) in Q1 2026, closing a stake of 7,728 shares — an estimated $526K sold.

Forum Financial Management first reported a position in MKC in Q4 2021 and held it in 10 quarters. The position peaked at $526K in Q4 2025. 958 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

Forum Financial Management reported no remaining McCormick & Company Non-Voting position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 7,728 McCormick & Company Non-Voting shares in Q1 2026, an estimated $526K.
Forum Financial Management first reported a position in McCormick & Company Non-Voting in Q4 2021 and held it in 10 quarters.
Forum Financial Management's McCormick & Company Non-Voting position peaked at $526K in Q4 2025.
958 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.