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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
Q1 		$3.6M Hold
71,400
– – 0.02% 312
2025
Q4 		$4.86M Buy
71,400
+7,300
+11% +$485K 0.03% 253
2025
Q3 		$4.29M Hold
64,100
– – 0.03% 270
2025
Q2 		$4.86M Hold
64,100
– – 0.04% 235
2025
Q1 		$5.28M Buy
+64,100
New +$5.02M 0.04% 222

Other funds holding MKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

HB Wealth Management's MKC Position: Q1 2026 in Review

HB Wealth Management increased its McCormick & Company Non-Voting (MKC) stake by 47% in Q1 2026, buying an estimated $3.52M and bringing the position to 174,033 shares worth $8.78M. The position accounts for 0.06% of the portfolio, ranked #173.

HB Wealth Management first reported a position in MKC in Q2 2022 and has held it in 11 quarters since. The position peaked at $9.24M in Q1 2025. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • HB Wealth Management held 174,033 shares of McCormick & Company Non-Voting worth $8.78M as of Q1 2026.
  • HB Wealth Management bought 55,242 McCormick & Company Non-Voting shares in Q1 2026, an estimated $3.52M.
  • McCormick & Company Non-Voting made up 0.06% of HB Wealth Management's portfolio in Q1 2026, its #173 holding.
  • HB Wealth Management first reported a position in McCormick & Company Non-Voting in Q2 2022 and has held it in 11 quarters since.
  • HB Wealth Management's McCormick & Company Non-Voting position peaked at $9.24M in Q1 2025.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.