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JFS Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

JFS Wealth Advisors’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 		$2.67K Sell
53
-21
-28% -$1.03K ﹤0.01% 1513
2026
Q1 		$3.73K Sell
74
-67
-48% -$4.27K ﹤0.01% 1296
2025
Q4 		$9.63K Buy
141
+94
+200% +$6.24K ﹤0.01% 995
2025
Q3 		$3.15K Sell
47
-73
-61% -$5.11K ﹤0.01% 1298
2025
Q2 		$9.1K Buy
120
+4
+3% +$300 ﹤0.01% 896
2025
Q1 		$9.55K Buy
116
+8
+7% +$627 ﹤0.01% 893
2024
Q4 		$8.23K Buy
108
+34
+46% +$2.67K ﹤0.01% 918
2024
Q3 		$6.09K Buy
74
+8
+12% +$624 ﹤0.01% 1048
2024
Q2 		$4.68K Sell
66
-2
-3% -$146 ﹤0.01% 1090
2024
Q1 		$5.22K Buy
68
+18
+36% +$1.22K ﹤0.01% 1082
2023
Q4 		$3.42K Sell
50
-12
-19% -$785 ﹤0.01% 1213
2023
Q3 		$4.69K Sell
62
-14
-18% -$1.17K ﹤0.01% 1012
2023
Q2 		$6.63K Sell
76
-65
-46% -$5.74K ﹤0.01% 884
2023
Q1 		$11.7K Buy
141
+13
+10% +$991 ﹤0.01% 661
2022
Q4 		$10.6K Sell
128
-19
-13% -$1.53K ﹤0.01% 683
2022
Q3 		$10K Buy
147
+34
+30% +$2.85K ﹤0.01% 729
2022
Q2 		$9K Sell
113
-11
-9% -$1.04K ﹤0.01% 802
2022
Q1 		$12K Buy
124
+48
+63% +$4.69K ﹤0.01% 744
2021
Q4 		$7K Buy
76
+26
+52% +$2.21K ﹤0.01% 742
2021
Q3 		$4K Hold
50
– – ﹤0.01% 734
2021
Q2 		$4K Hold
50
– – ﹤0.01% 515
2021
Q1 		$4K Buy
+50
New +$4.45K ﹤0.01% 488
2016
Q2 		– Sell
-18
Closed -$1K – 577
2016
Q1 		$1K Buy
+18
New +$809 ﹤0.01% 585

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's MKC Position: Q2 2026 in Review

JFS Wealth Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 28% in Q2 2026, selling an estimated $1.03K and leaving 53 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

JFS Wealth Advisors first reported a position in MKC in Q1 2016 and has held it in 23 quarters since. The position peaked at $12K in Q1 2022. 948 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • JFS Wealth Advisors held 53 shares of McCormick & Company Non-Voting worth $2.67K as of Q2 2026.
  • JFS Wealth Advisors sold 21 McCormick & Company Non-Voting shares in Q2 2026, an estimated $1.03K.
  • McCormick & Company Non-Voting made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1513 holding.
  • JFS Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q1 2016 and has held it in 23 quarters since.
  • JFS Wealth Advisors's McCormick & Company Non-Voting position peaked at $12K in Q1 2022.
  • 948 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.