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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
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

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VCM
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VPM
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Aristotle Capital Management
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Geode Capital Management
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return