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Independent Advisor Alliance’s McCormick & Company Non-Voting MKC Stock Holding History

Independent Advisor Alliance’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 		$496K Buy
9,833
+1,852
+23% +$90.9K 0.01% 670
2026
Q1 		$403K Sell
7,981
-1,379
-15% -$87.8K ﹤0.01% 1202
2025
Q4 		$638K Sell
9,360
-166
-2% -$11K 0.02% 584
2025
Q3 		$637K Sell
9,526
-938
-9% -$65.7K 0.02% 554
2025
Q2 		$793K Sell
10,464
-370
-3% -$27.7K 0.02% 460
2025
Q1 		$892K Sell
10,834
-2,875
-21% -$225K 0.03% 393
2024
Q4 		$1.05M Sell
13,709
-17,317
-56% -$1.36M 0.01% 719
2024
Q3 		$2.55M Sell
31,026
-5,210
-14% -$406K 0.09% 185
2024
Q2 		$2.57M Sell
36,236
-1,542
-4% -$112K 0.09% 189
2024
Q1 		$2.9M Buy
37,778
+4,574
+14% +$311K 0.1% 172
2023
Q4 		$2.27M Sell
33,204
-5,205
-14% -$341K 0.08% 196
2023
Q3 		$2.91M Buy
38,409
+1,592
+4% +$133K 0.13% 148
2023
Q2 		$3.21M Sell
36,817
-4,114
-10% -$364K 0.14% 134
2023
Q1 		$3.41M Buy
40,931
+2,872
+8% +$219K 0.16% 119
2022
Q4 		$3.15K Buy
38,059
+6,393
+20% +$515K ﹤0.01% 212
2022
Q3 		$2.26M Buy
31,666
+4,087
+15% +$343K 0.13% 148
2022
Q2 		$2.3M Buy
27,579
+1,665
+6% +$158K 0.13% 146
2022
Q1 		$2.59M Buy
25,914
+3,752
+17% +$367K 0.12% 147
2021
Q4 		$2.14M Buy
22,162
+2,329
+12% +$198K 0.11% 155
2021
Q3 		$1.61M Buy
19,833
+2,265
+13% +$194K 0.09% 182
2021
Q2 		$1.55M Buy
17,568
+737
+4% +$65.7K 0.09% 193
2021
Q1 		$1.5M Sell
16,831
-7,194
-30% -$640K 0.09% 184
2020
Q4 		$2.3M Buy
24,025
+233
+1% +$22K 0.16% 123
2020
Q3 		$2.31M Buy
23,792
+16,970
+249% +$1.66M 0.18% 116
2020
Q2 		$612K Buy
+6,822
New +$562K 0.07% 229
2020
Q1 		– Sell
-11,192
Closed -$950K – 685
2019
Q4 		$950K Buy
11,192
+68
+0.6% +$5.63K 0.04% 379
2019
Q3 		$869K Buy
11,124
+814
+8% +$65.4K 0.11% 171
2019
Q2 		$799K Sell
10,310
-8
-0.1% -$617 0.12% 168
2019
Q1 		$777K Buy
+10,318
New +$696K 0.11% 173

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Independent Advisor Alliance's MKC Position: Q2 2026 in Review

Independent Advisor Alliance increased its McCormick & Company Non-Voting (MKC) stake by 23% in Q2 2026, buying an estimated $90.9K and bringing the position to 9,833 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #670.

Independent Advisor Alliance first reported a position in MKC in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.41M in Q1 2023. 950 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Independent Advisor Alliance held 9,833 shares of McCormick & Company Non-Voting worth $496K as of Q2 2026.
  • Independent Advisor Alliance bought 1,852 McCormick & Company Non-Voting shares in Q2 2026, an estimated $90.9K.
  • McCormick & Company Non-Voting made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #670 holding.
  • Independent Advisor Alliance first reported a position in McCormick & Company Non-Voting in Q1 2019 and has held it in 29 quarters since.
  • Independent Advisor Alliance's McCormick & Company Non-Voting position peaked at $3.41M in Q1 2023.
  • 950 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.