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HB Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

HB Wealth 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
Q2 		$16.8M Buy
333,093
+159,060
+91% +$7.8M 0.09% 115
2026
Q1 		$8.78M Buy
174,033
+55,242
+47% +$3.52M 0.06% 173
2025
Q4 		$8.09M Buy
118,791
+6,961
+6% +$462K 0.05% 184
2025
Q3 		$7.48M Sell
111,830
-183
-0.2% -$12.8K 0.05% 195
2025
Q2 		$8.49M Sell
112,013
-282
-0.3% -$21.1K 0.07% 156
2025
Q1 		$9.24M Buy
112,295
+106,653
+1,890% +$8.36M 0.08% 138
2024
Q4 		$430K Buy
5,642
+384
+7% +$30.2K ﹤0.01% 671
2024
Q3 		$433K Buy
5,258
+597
+13% +$46.5K ﹤0.01% 635
2024
Q2 		$331K Buy
+4,661
New +$339K ﹤0.01% 682
2023
Q2 		– Sell
-2,963
Closed -$247K – 749
2023
Q1 		$247K Sell
2,963
-63
-2% -$4.8K ﹤0.01% 595
2022
Q4 		$251K Buy
+3,026
New +$244K ﹤0.01% 576
2022
Q3 		– Sell
-2,704
Closed -$225K – 599
2022
Q2 		$225K Buy
+2,704
New +$256K ﹤0.01% 516

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

HB Wealth Management's MKC Position: Q2 2026 in Review

HB Wealth Management increased its McCormick & Company Non-Voting (MKC) stake by 91% in Q2 2026, buying an estimated $7.8M and bringing the position to 333,093 shares worth $16.8M. The position accounts for 0.09% of the portfolio, ranked #115.

HB Wealth Management first reported a position in MKC in Q2 2022 and has held it in 12 quarters since. 948 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • HB Wealth Management held 333,093 shares of McCormick & Company Non-Voting worth $16.8M as of Q2 2026.
  • HB Wealth Management bought 159,060 McCormick & Company Non-Voting shares in Q2 2026, an estimated $7.8M.
  • McCormick & Company Non-Voting made up 0.09% of HB Wealth Management's portfolio in Q2 2026, its #115 holding.
  • HB Wealth Management first reported a position in McCormick & Company Non-Voting in Q2 2022 and has held it in 12 quarters since.
  • 948 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.