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Intelligent Financial Strategies’s McCormick & Company Non-Voting MKC Stock Holding History

Intelligent Financial Strategies’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
Q4 		– Sell
-1,270
Closed -$85K – 74
2025
Q3 		$85K Hold
1,270
– – 0.04% 46
2025
Q2 		$96.3K Hold
1,270
– – 0.05% 45
2025
Q1 		$105K Hold
1,270
– – 0.05% 43
2024
Q4 		$96.8K Hold
1,270
– – 0.05% 45
2024
Q3 		$105K Hold
1,270
– – 0.06% 45
2024
Q2 		$90.1K Sell
1,270
-2,026
-61% -$147K 0.06% 45
2024
Q1 		$253K Sell
3,296
-264
-7% -$17.9K 0.16% 38
2023
Q4 		$245K Sell
3,560
-382
-10% -$25K 0.17% 39
2023
Q3 		$298K Buy
3,942
+2
+0.1% +$167 0.22% 37
2023
Q2 		$344K Buy
3,940
+1
+0% +$88 0.25% 36
2023
Q1 		$328K Sell
3,939
-565
-13% -$43.1K 0.26% 36
2022
Q4 		$375K Buy
4,504
+88
+2% +$7.09K 0.32% 37
2022
Q3 		$315K Sell
4,416
-457
-9% -$38.3K 0.33% 40
2022
Q2 		$406K Sell
4,873
-605
-11% -$57.3K 0.41% 38
2022
Q1 		$547K Sell
5,478
-143
-3% -$14K 0.53% 33
2021
Q4 		$543K Buy
+5,621
New +$479K 0.49% 37

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intelligent Financial Strategies's MKC Position: Q4 2025 in Review

Intelligent Financial Strategies sold out of McCormick & Company Non-Voting (MKC) in Q4 2025, closing a stake of 1,270 shares — an estimated $85K sold.

Intelligent Financial Strategies first reported a position in MKC in Q4 2021 and held it in 16 quarters. The position peaked at $547K in Q1 2022. 986 funds tracked by Wall St. Rank hold MKC as of Q4 2025.

  • Intelligent Financial Strategies reported no remaining McCormick & Company Non-Voting position as of Q4 2025 after selling out during the quarter.
  • Intelligent Financial Strategies sold 1,270 McCormick & Company Non-Voting shares in Q4 2025, an estimated $85K.
  • Intelligent Financial Strategies first reported a position in McCormick & Company Non-Voting in Q4 2021 and held it in 16 quarters.
  • Intelligent Financial Strategies's McCormick & Company Non-Voting position peaked at $547K in Q1 2022.
  • 986 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2025.

Based on Intelligent Financial Strategies's 13F filing for Q4 2025, filed 26 Jan 2026.