Ipswich Investment Management’s McCormick & Company Non-Voting MKC Stock Holding History

Ipswich Investment 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	$521K	Sell	10,331 -3,565	-26%	-$175K	0.11%	125
2026 Q1	$701K	Sell	13,896 -50	-0.4%	-$3.19K	0.16%	105
2025 Q4	$950K	Sell	13,946 -2,626	-16%	-$174K	0.22%	85
2025 Q3	$1.11M	Sell	16,572 -594	-3%	-$41.6K	0.26%	80
2025 Q2	$1.3M	Sell	17,166 -300	-2%	-$22.5K	0.31%	72
2025 Q1	$1.44M	Sell	17,466 -540	-3%	-$42.3K	0.36%	63
2024 Q4	$1.37M	Sell	18,006 -5,287	-23%	-$415K	0.33%	65
2024 Q3	$1.92M	Sell	23,293 -1,582	-6%	-$123K	0.44%	57
2024 Q2	$1.76M	Sell	24,875 -16,968	-41%	-$1.24M	0.41%	55
2024 Q1	$3.21M	Sell	41,843 -3,166	-7%	-$215K	0.75%	39
2023 Q4	$3.08M	Sell	45,009 -179	-0.4%	-$11.7K	0.78%	39
2023 Q3	$3.42M	Buy	45,188 +315	+0.7%	+$26.3K	0.93%	33
2023 Q2	$3.91M	Sell	44,873 -933	-2%	-$82.5K	1.03%	32
2023 Q1	$3.81M	Sell	45,806 -655	-1%	-$49.9K	1.04%	32
2022 Q4	$3.85M	Sell	46,461 -555	-1%	-$44.7K	1.1%	30
2022 Q3	$3.35M	Sell	47,016 -2,599	-5%	-$218K	1.07%	29
2022 Q2	$4.13M	Buy	49,615 +1,060	+2%	+$100K	1.19%	24
2022 Q1	$4.85M	Buy	48,555 +370	+0.8%	+$36.2K	1.2%	20
2021 Q4	$4.66M	Sell	48,185 -155	-0.3%	-$13.2K	1.09%	27
2021 Q3	$3.92M	Buy	48,340 +2,571	+6%	+$221K	1%	31
2021 Q2	$4.04M	Buy	45,769 +1,472	+3%	+$131K	1.03%	30
2021 Q1	$3.95M	Buy	44,297 +435	+1%	+$38.7K	1.11%	27
2020 Q4	$4.19M	Sell	43,862 -2,498	-5%	-$236K	1.26%	23
2020 Q3	$4.5M	Sell	46,360 -900	-2%	-$88.1K	1.44%	15
2020 Q2	$4.24M	Sell	47,260 -2,740	-5%	-$226K	1.46%	17
2020 Q1	$3.53M	Sell	50,000 -3,050	-6%	-$237K	1.39%	21
2019 Q4	$4.5M	Sell	53,050 -840	-2%	-$69.5K	1.32%	22
2019 Q3	$4.21M	Sell	53,890 -4,744	-8%	-$381K	1.34%	23
2019 Q2	$4.54M	Sell	58,634 -798	-1%	-$61.5K	1.45%	17
2019 Q1	$4.48M	Buy	59,432 +1,424	+2%	+$96K	1.46%	21
2018 Q4	$4.04M	Sell	58,008 -1,648	-3%	-$118K	1.48%	20
2018 Q3	$3.93M	Sell	59,656 -3,232	-5%	-$199K	1.33%	22
2018 Q2	$3.65M	Sell	62,888 -728	-1%	-$38.2K	1.68%	20
2018 Q1	$3.38M	Sell	63,616 -2,838	-4%	-$149K	1.43%	21
2017 Q4	$3.39M	Sell	66,454 -3,262	-5%	-$163K	1.43%	22
2017 Q3	$3.58M	Buy	69,716 +734	+1%	+$35.4K	1.61%	22
2017 Q2	$3.36M	Sell	68,982 -12,718	-16%	-$644K	1.58%	22
2017 Q1	$3.98M	Buy	81,700 +212	+0.3%	+$10.3K	1.74%	21
2016 Q4	$3.8M	Buy	81,488 +12,032	+17%	+$561K	1.72%	18
2016 Q3	$3.47M	Sell	69,456 -460	-0.7%	-$23.3K	1.7%	19
2016 Q2	$3.73M	Sell	69,916 -2,060	-3%	-$101K	1.84%	13
2016 Q1	$3.49M	Sell	71,976 -42,102	-37%	-$1.89M	1.66%	14
2015 Q4	$4.88M	Buy	114,078 +10,470	+10%	+$441K	2.2%	9
2015 Q3	$4.26M	Buy	103,608 +1,694	+2%	+$68.8K	2.03%	11
2015 Q2	$4.13M	Sell	101,914 -9,420	-8%	-$367K	1.86%	15
2015 Q1	$4.29M	Sell	111,334 -4,160	-4%	-$154K	1.88%	14
2014 Q4	$4.29M	Sell	115,494 -210	-0.2%	-$7.51K	1.83%	17
2014 Q3	$3.87M	Sell	115,704 -4,690	-4%	-$161K	1.65%	20
2014 Q2	$4.31M	Buy	120,394 +2,454	+2%	+$87.6K	1.67%	21
2014 Q1	$4.23M	Sell	117,940 -152	-0.1%	-$5.12K	1.82%	19
2013 Q4	$4.07M	Buy	118,092 +1,330	+1%	+$45.4K	1.7%	20
2013 Q3	$3.78M	Sell	116,762 -600	-0.5%	-$21K	1.7%	19
2013 Q2	$4.13M	Buy	+117,362	New	+$4.22M	1.78%	17

Other funds holding MKC

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

DIM

DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return