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Gen-Wealth Partners’s McCormick & Company Non-Voting MKC Stock Holding History

Gen-Wealth Partners’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 		$243K Sell
4,814
-4,495
-48% -$221K 0.07% 225
2026
Q1 		$470K Sell
9,309
-1,190
-11% -$75.8K 0.15% 136
2025
Q4 		$715K Sell
10,499
-7,813
-43% -$519K 0.23% 82
2025
Q3 		$1.23M Buy
18,312
+125
+0.7% +$8.76K 0.41% 59
2025
Q2 		$1.38M Buy
18,187
+323
+2% +$24.2K 0.53% 52
2025
Q1 		$1.47M Buy
17,864
+680
+4% +$53.3K 0.61% 39
2024
Q4 		$1.31M Buy
17,184
+2,901
+20% +$228K 0.56% 42
2024
Q3 		$1.11M Buy
14,283
+2,416
+20% +$188K 0.49% 43
2024
Q2 		$842K Buy
11,867
+1,803
+18% +$131K 0.41% 56
2024
Q1 		$773K Buy
+10,064
New +$684K 0.38% 57

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $99.8B AUM 47.9% 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

Gen-Wealth Partners's MKC Position: Q2 2026 in Review

Gen-Wealth Partners reduced its McCormick & Company Non-Voting (MKC) stake by 48% in Q2 2026, selling an estimated $221K and leaving 4,814 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #225.

Gen-Wealth Partners first reported a position in MKC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.47M in Q1 2025. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Gen-Wealth Partners held 4,814 shares of McCormick & Company Non-Voting worth $243K as of Q2 2026.
  • Gen-Wealth Partners sold 4,495 McCormick & Company Non-Voting shares in Q2 2026, an estimated $221K.
  • McCormick & Company Non-Voting made up 0.07% of Gen-Wealth Partners's portfolio in Q2 2026, its #225 holding.
  • Gen-Wealth Partners first reported a position in McCormick & Company Non-Voting in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's McCormick & Company Non-Voting position peaked at $1.47M in Q1 2025.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.