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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
Q2 		– Sell
-4,125
Closed -$208K – 250
2026
Q1 		$208K Buy
+4,125
New +$263K 0.07% 224

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Jeppson Wealth Management's MKC Position: Q2 2026 in Review

Jeppson Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q2 2026, closing a stake of 4,125 shares — an estimated $208K sold.

Jeppson Wealth Management first reported a position in MKC in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 953 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Jeppson Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q2 2026 after selling out during the quarter.
  • Jeppson Wealth Management sold 4,125 McCormick & Company Non-Voting shares in Q2 2026, an estimated $208K.
  • Jeppson Wealth Management first reported a position in McCormick & Company Non-Voting in Q1 2026 and held it in 1 quarter.
  • Jeppson Wealth Management's McCormick & Company Non-Voting position peaked at $208K in Q1 2026.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.