HCR Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,438
| Closed | -$234K | – | 252 |
|
|
2025
Q4 | $234K | Hold |
3,438
| – | – | 0.02% | 226 |
|
|
2025
Q3 | $234K | Sell |
3,438
-1
| -0% | -$70 | 0.02% | 215 |
|
|
2025
Q2 | $261K | Sell |
3,439
-2,042
| -37% | -$153K | 0.03% | 200 |
|
|
2025
Q1 | $451K | Sell |
5,481
-111
| -2% | -$8.7K | 0.06% | 149 |
|
|
2024
Q4 | $426K | Buy |
5,592
+139
| +3% | +$10.9K | 0.05% | 149 |
|
|
2024
Q3 | $449K | Buy |
5,453
+81
| +2% | +$6.31K | 0.06% | 147 |
|
|
2024
Q2 | $381K | Buy |
5,372
+135
| +3% | +$9.83K | 0.05% | 154 |
|
|
2024
Q1 | $402K | Buy |
5,237
+1
| +0% | +$68 | 0.06% | 146 |
|
|
2023
Q4 | $358K | Buy |
5,236
+689
| +15% | +$45.1K | 0.06% | 144 |
|
|
2023
Q3 | $344K | Sell |
4,547
-1,065
| -19% | -$89K | 0.08% | 122 |
|
|
2023
Q2 | $490K | Hold |
5,612
| – | – | 0.09% | 112 |
|
|
2023
Q1 | $467K | Buy |
5,612
+50
| +0.9% | +$3.81K | 0.09% | 116 |
|
|
2022
Q4 | $462K | Sell |
5,562
-193
| -3% | -$15.6K | 0.1% | 114 |
|
|
2022
Q3 | $410K | Buy |
5,755
+40
| +0.7% | +$3.35K | 0.09% | 118 |
|
|
2022
Q2 | $476K | Sell |
5,715
-64
| -1% | -$6.06K | 0.1% | 113 |
|
|
2022
Q1 | $577K | Sell |
5,779
-7
| -0.1% | -$684 | 0.09% | 116 |
|
|
2021
Q4 | $559K | Sell |
5,786
-111
| -2% | -$9.45K | 0.09% | 130 |
|
|
2021
Q3 | $478K | Sell |
5,897
-50
| -0.8% | -$4.29K | 0.08% | 137 |
|
|
2021
Q2 | $528K | Buy |
5,947
+15
| +0.3% | +$1.34K | 0.09% | 126 |
|
|
2021
Q1 | $532K | Buy |
5,932
+223
| +4% | +$19.8K | 0.11% | 123 |
|
|
2020
Q4 | $546K | Buy |
5,709
+105
| +2% | +$9.91K | 0.11% | 114 |
|
|
2020
Q3 | $540K | Buy |
5,604
+194
| +4% | +$19K | 0.12% | 100 |
|
|
2020
Q2 | $485K | Buy |
5,410
+92
| +2% | +$7.58K | 0.11% | 97 |
|
|
2020
Q1 | $375K | Sell |
5,318
-334
| -6% | -$25.9K | 0.11% | 105 |
|
|
2019
Q4 | $480K | Buy |
5,652
+586
| +12% | +$48.5K | 0.12% | 99 |
|
|
2019
Q3 | $402K | Buy |
5,066
+1,504
| +42% | +$121K | 0.13% | 105 |
|
|
2019
Q2 | $276K | Buy |
+3,562
| New | +$275K | 0.08% | 131 |
|
|
2019
Q1 | – | Sell |
-3,742
| Closed | -$261K | – | 191 |
|
|
2018
Q4 | $261K | Hold |
3,742
| – | – | 0.08% | 133 |
|
|
2018
Q3 | $247K | Hold |
3,742
| – | – | 0.08% | 134 |
|
|
2018
Q2 | $226K | Buy |
+3,742
| New | +$196K | 0.07% | 151 |
|
Other funds holding MKC
DAM
HCR Wealth Advisors's MKC Position: Q1 2026 in Review
HCR Wealth Advisors sold out of McCormick & Company Non-Voting (MKC) in Q1 2026, closing a stake of 3,438 shares — an estimated $234K sold.
HCR Wealth Advisors first reported a position in MKC in Q2 2018 and held it in 30 quarters. The position peaked at $577K in Q1 2022. 958 funds tracked by Wall St. Rank hold MKC as of Q1 2026.
- HCR Wealth Advisors reported no remaining McCormick & Company Non-Voting position as of Q1 2026 after selling out during the quarter.
- HCR Wealth Advisors sold 3,438 McCormick & Company Non-Voting shares in Q1 2026, an estimated $234K.
- HCR Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q2 2018 and held it in 30 quarters.
- HCR Wealth Advisors's McCormick & Company Non-Voting position peaked at $577K in Q1 2022.
- 958 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.
Based on HCR Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.