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

Jeppson 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 Q1	$208K	Buy	+4,125	New	+$263K	0.07%	224

Other funds holding MKC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jeppson Wealth Management's MKC Position: Q1 2026 in Review

Jeppson Wealth Management opened a new position in McCormick & Company Non-Voting (MKC) in Q1 2026: 4,125 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #224 among its holdings.

953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

Jeppson Wealth Management held 4,125 shares of McCormick & Company Non-Voting worth $208K as of Q1 2026.
McCormick & Company Non-Voting was a new Jeppson Wealth Management position in Q1 2026.
McCormick & Company Non-Voting made up 0.07% of Jeppson Wealth Management's portfolio in Q1 2026, its #224 holding.
953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.