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GoalVest Advisory’s McCormick & Company Non-Voting MKC Stock Holding History

GoalVest Advisory’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
-416
Closed -$28.3K – 510
2025
Q4 		$28.3K Buy
+416
New +$27.6K 0.01% 300
2022
Q2 		– Sell
-6
Closed -$1K – 453
2022
Q1 		$1K Buy
+6
New +$587 ﹤0.01% 347

Other funds holding MKC

BlackRock
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

GoalVest Advisory's MKC Position: Q1 2026 in Review

GoalVest Advisory sold out of McCormick & Company Non-Voting (MKC) in Q1 2026, closing a stake of 416 shares — an estimated $28.3K sold.

GoalVest Advisory first reported a position in MKC in Q1 2022 and held it in 2 quarters. The position peaked at $28.3K in Q4 2025. 958 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • GoalVest Advisory reported no remaining McCormick & Company Non-Voting position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 416 McCormick & Company Non-Voting shares in Q1 2026, an estimated $28.3K.
  • GoalVest Advisory first reported a position in McCormick & Company Non-Voting in Q1 2022 and held it in 2 quarters.
  • GoalVest Advisory's McCormick & Company Non-Voting position peaked at $28.3K in Q4 2025.
  • 958 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.