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

HFR 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 		$288K Hold
5,715
– – 0.07% 45
2026
Q1 		$288K Sell
5,715
-3,200
-36% -$204K 0.07% 45
2025
Q4 		$607K Sell
8,915
-125,994
-93% -$8.37M 0.14% 34
2025
Q3 		$9.03M Buy
134,909
+981
+0.7% +$68.7K 2.07% 28
2025
Q2 		$10.2M Buy
133,928
+1,203
+0.9% +$90.1K 2.45% 24
2025
Q1 		$10.9M Buy
132,725
+902
+0.7% +$70.7K 2.66% 21
2024
Q4 		$10.1M Buy
131,823
+232
+0.2% +$18.2K 2.48% 22
2024
Q3 		$10.8M Buy
131,591
+1,732
+1% +$135K 2.63% 23
2024
Q2 		$9.21M Buy
129,859
+1,146
+0.9% +$83.4K 2.34% 23
2024
Q1 		$9.89M Buy
128,713
+1,506
+1% +$102K 2.5% 22
2023
Q4 		$8.7M Buy
127,207
+604
+0.5% +$39.5K 2.36% 24
2023
Q3 		$9.58M Sell
126,603
-1,394
-1% -$116K 2.8% 15
2023
Q2 		$11.2M Sell
127,997
-4,132
-3% -$365K 3.11% 7
2023
Q1 		$11M Buy
132,129
+26,183
+25% +$2M 3.12% 8
2022
Q4 		$8.78M Buy
105,946
+387
+0.4% +$31.2K 2.55% 24
2022
Q3 		$7.52M Sell
105,559
-730
-0.7% -$61.2K 2.45% 25
2022
Q2 		$8.85M Buy
106,289
+448
+0.4% +$42.4K 2.67% 21
2022
Q1 		$10.6M Buy
105,841
+441
+0.4% +$43.1K 2.8% 13
2021
Q4 		$10.2M Buy
105,400
+2,504
+2% +$213K 2.56% 20
2021
Q3 		$8.34M Buy
102,896
+3,830
+4% +$329K 2.43% 24
2021
Q2 		$8.75M Buy
+99,066
New +$8.84M 2.63% 19

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

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

HFR Wealth Management held its McCormick & Company Non-Voting (MKC) position steady in Q2 2026 at 5,715 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #45.

HFR Wealth Management first reported a position in MKC in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.2M in Q2 2023. 948 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • HFR Wealth Management held 5,715 shares of McCormick & Company Non-Voting worth $288K as of Q2 2026.
  • HFR Wealth Management left its McCormick & Company Non-Voting share count unchanged in Q2 2026.
  • McCormick & Company Non-Voting made up 0.07% of HFR Wealth Management's portfolio in Q2 2026, its #45 holding.
  • HFR Wealth Management first reported a position in McCormick & Company Non-Voting in Q2 2021 and has held it in 21 quarters since.
  • HFR Wealth Management's McCormick & Company Non-Voting position peaked at $11.2M in Q2 2023.
  • 948 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.