IFG
MKC icon

Independent Financial Group’s McCormick & Company Non-Voting MKC Stock Holding History

Independent Financial Group’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
2025
Q3 		– Sell
-3,395
Closed -$257K – 1402
2025
Q2 		$257K Sell
3,395
-2,933
-46% -$220K 0.01% 1096
2025
Q1 		$521K Buy
+6,328
New +$496K 0.02% 693
2023
Q3 		– Sell
-3,221
Closed -$281K – 932
2023
Q2 		$281K Buy
+3,221
New +$285K 0.02% 665

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Independent Financial Group's MKC Position: Q3 2025 in Review

Independent Financial Group sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 3,395 shares — an estimated $257K sold.

Independent Financial Group first reported a position in MKC in Q2 2023 and held it in 3 quarters. The position peaked at $521K in Q1 2025. 968 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

  • Independent Financial Group reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 3,395 McCormick & Company Non-Voting shares in Q3 2025, an estimated $257K.
  • Independent Financial Group first reported a position in McCormick & Company Non-Voting in Q2 2023 and held it in 3 quarters.
  • Independent Financial Group's McCormick & Company Non-Voting position peaked at $521K in Q1 2025.
  • 968 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.