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

JGP 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	$851K	Hold	16,881	–	–	0.08%	116
2026 Q1	$851K	Buy	16,881 +29	+0.2%	+$1.85K	0.09%	114
2025 Q4	$1.15M	Hold	16,852	–	–	0.12%	102
2025 Q3	$1.15M	Sell	16,852 -708	-4%	-$49.6K	0.13%	96
2025 Q2	$1.33M	Hold	17,560	–	–	0.16%	79
2025 Q1	$1.45M	Hold	17,560	–	–	0.19%	73
2024 Q4	$1.34M	Sell	17,560 -6	-0%	-$471	0.17%	77
2024 Q3	$1.45M	Buy	17,566 +6	+0%	+$468	0.19%	73
2024 Q2	$1.25M	Hold	17,560	–	–	0.18%	71
2024 Q1	$1.35M	Sell	17,560 -96	-0.5%	-$6.52K	0.2%	73
2023 Q4	$1.21M	Sell	17,656 -692	-4%	-$45.3K	0.18%	77
2023 Q3	$1.39M	Sell	18,348 -13	-0.1%	-$1.09K	0.23%	71
2023 Q2	$1.6M	Sell	18,361 -134	-0.7%	-$11.8K	0.26%	66
2023 Q1	$1.54M	Buy	18,495 +13	+0.1%	+$991	0.27%	66
2022 Q4	$1.53M	Sell	18,482 -85	-0.5%	-$6.85K	0.28%	66
2022 Q3	$1.36M	Buy	18,567 +96	+0.5%	+$8.05K	0.29%	61
2022 Q2	$1.54M	Buy	18,471 +31	+0.2%	+$2.94K	0.31%	60
2022 Q1	$1.88M	Buy	18,440 +17	+0.1%	+$1.66K	0.35%	56
2021 Q4	$1.79M	Buy	18,423 +5	+0%	+$426	0.33%	57
2021 Q3	$1.49M	Hold	18,418	–	–	0.32%	57
2021 Q2	$1.63M	Hold	18,418	–	–	0.35%	54
2021 Q1	$1.64M	Hold	18,418	–	–	0.37%	51
2020 Q4	$1.64M	Hold	18,418	–	–	0.38%	52
2020 Q3	$1.79M	Sell	18,418 -26	-0.1%	-$2.54K	0.47%	48
2020 Q2	$1.69M	Buy	18,444 +1,244	+7%	+$102K	0.5%	49
2020 Q1	$1.28M	Hold	17,200	–	–	0.45%	54
2019 Q4	$1.47M	Hold	17,200	–	–	0.44%	58
2019 Q3	$1.42M	Hold	17,200	–	–	0.49%	56
2019 Q2	$1.33M	Hold	17,200	–	–	0.47%	59
2019 Q1	$1.29M	Hold	17,200	–	–	0.49%	59
2018 Q4	$1.2M	Hold	17,200	–	–	0.5%	62
2018 Q3	$1.13M	Hold	17,200	–	–	0.45%	66
2018 Q2	$998K	Buy	+17,200	New	+$903K	0.42%	72

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

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

JGP Wealth Management held its McCormick & Company Non-Voting (MKC) position steady in Q2 2026 at 16,881 shares worth $851K. The position accounts for 0.08% of the portfolio, ranked #116.

JGP Wealth Management first reported a position in MKC in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.88M in Q1 2022. 129 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

JGP Wealth Management held 16,881 shares of McCormick & Company Non-Voting worth $851K as of Q2 2026.
JGP Wealth Management left its McCormick & Company Non-Voting share count unchanged in Q2 2026.
McCormick & Company Non-Voting made up 0.08% of JGP Wealth Management's portfolio in Q2 2026, its #116 holding.
JGP Wealth Management first reported a position in McCormick & Company Non-Voting in Q2 2018 and has held it in 33 quarters since.
JGP Wealth Management's McCormick & Company Non-Voting position peaked at $1.88M in Q1 2022.
129 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.