JRPIM
MKC icon

Journey Retirement Planning & Investment Management’s McCormick & Company Non-Voting MKC Stock Holding History

Journey Retirement Planning & 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 		$249K Sell
4,935
-674
-12% -$33.1K 0.19% 129
2026
Q1 		$283K Sell
5,609
-13,141
-70% -$837K 0.25% 108
2025
Q4 		$1.28M Buy
+18,750
New +$1.25M 0.26% 92

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Journey Retirement Planning & Investment Management's MKC Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its McCormick & Company Non-Voting (MKC) stake by 12% in Q2 2026, selling an estimated $33.1K and leaving 4,935 shares worth $249K. The position accounts for 0.19% of the portfolio, ranked #129.

Journey Retirement Planning & Investment Management first reported a position in MKC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q4 2025. 516 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 4,935 shares of McCormick & Company Non-Voting worth $249K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 674 McCormick & Company Non-Voting shares in Q2 2026, an estimated $33.1K.
  • McCormick & Company Non-Voting made up 0.19% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #129 holding.
  • Journey Retirement Planning & Investment Management first reported a position in McCormick & Company Non-Voting in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's McCormick & Company Non-Voting position peaked at $1.28M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.