Heritage Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Heritage Wealth Advisors’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	$2.02K	Hold	40	–	–	﹤0.01%	633
2026 Q1	$2.02K	Buy	+40	New	+$2.55K	﹤0.01%	624
2025 Q1	–	Sell	-45	Closed	-$3.43K	–	619
2024 Q4	$3.43K	Buy	45 +7	+18%	+$550	﹤0.01%	524
2024 Q3	$3.13K	Buy	+38	New	+$2.96K	﹤0.01%	523
2016 Q3	–	Sell	-7,000	Closed	-$372K	–	92
2016 Q2	$372K	Hold	7,000	–	–	0.25%	55
2016 Q1	$348K	Hold	7,000	–	–	0.27%	53
2015 Q4	$299K	Hold	7,000	–	–	0.25%	58
2015 Q3	$287K	Hold	7,000	–	–	0.25%	58
2015 Q2	$283K	Hold	7,000	–	–	0.23%	72
2015 Q1	$269K	Hold	7,000	–	–	0.22%	77
2014 Q4	$260K	Buy	+7,000	New	+$250K	0.23%	79

Other funds holding MKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Advisors's MKC Position: Q2 2026 in Review

Heritage Wealth Advisors held its McCormick & Company Non-Voting (MKC) position steady in Q2 2026 at 40 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Heritage Wealth Advisors first reported a position in MKC in Q4 2014 and has held it in 11 quarters since. The position peaked at $372K in Q2 2016. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Heritage Wealth Advisors held 40 shares of McCormick & Company Non-Voting worth $2.02K as of Q2 2026.
Heritage Wealth Advisors left its McCormick & Company Non-Voting share count unchanged in Q2 2026.
McCormick & Company Non-Voting made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #633 holding.
Heritage Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q4 2014 and has held it in 11 quarters since.
Heritage Wealth Advisors's McCormick & Company Non-Voting position peaked at $372K in Q2 2016.
952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.