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BFC Planning, Inc.’s McCormick & Company Non-Voting MKC Stock Holding History

BFC Planning, Inc.’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 		$22.5K Sell
446
-9,704
-96% -$476K ﹤0.01% 1957
2026
Q1 		$512K Buy
10,150
+9,525
+1,524% +$607K 0.02% 563
2025
Q4 		$42.6K Sell
625
-101
-14% -$6.71K ﹤0.01% 1435
2025
Q3 		$48.6K Buy
726
+5
+0.7% +$350 ﹤0.01% 1200
2025
Q2 		$54.6K Sell
721
-40
-5% -$3K ﹤0.01% 1094
2025
Q1 		$62.7K Hold
761
– – 0.01% 1021
2024
Q4 		$58K Buy
+761
New +$59.8K ﹤0.01% 1042

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State Street
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Vanguard Portfolio Management
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s MKC Position: Q2 2026 in Review

BFC Planning, Inc. reduced its McCormick & Company Non-Voting (MKC) stake by 96% in Q2 2026, selling an estimated $476K and leaving 446 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

BFC Planning, Inc. first reported a position in MKC in Q4 2024 and has held it in 7 quarters since. The position peaked at $512K in Q1 2026. 959 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • BFC Planning, Inc. held 446 shares of McCormick & Company Non-Voting worth $22.5K as of Q2 2026.
  • BFC Planning, Inc. sold 9,704 McCormick & Company Non-Voting shares in Q2 2026, an estimated $476K.
  • McCormick & Company Non-Voting made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1957 holding.
  • BFC Planning, Inc. first reported a position in McCormick & Company Non-Voting in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s McCormick & Company Non-Voting position peaked at $512K in Q1 2026.
  • 959 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.