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

Institute for 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	$46.7K	Buy	+926	New	+$45.4K	﹤0.01%	890

Other funds holding MKC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Institute for Wealth Management's MKC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in McCormick & Company Non-Voting (MKC) in Q2 2026: 926 shares worth $46.7K. The stake represents ﹤0.01% of the portfolio and ranks #890 among its holdings.

547 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Institute for Wealth Management held 926 shares of McCormick & Company Non-Voting worth $46.7K as of Q2 2026.
McCormick & Company Non-Voting was a new Institute for Wealth Management position in Q2 2026.
McCormick & Company Non-Voting made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #890 holding.
547 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.