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Kelleher Financial Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Kelleher Financial 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
Q1 		$111K Hold
1,470
– – 0.03% 273
2025
Q4 		$100K Hold
1,470
– – 0.02% 306
2025
Q3 		$98.4K Buy
+1,470
New +$103K 0.02% 259

Other funds holding MKC

BlackRock
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
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
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
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kelleher Financial Advisors's MKC Position: Q1 2026 in Review

Kelleher Financial Advisors held its McCormick & Company Non-Voting (MKC) position steady in Q1 2026 at 1,470 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #273.

Kelleher Financial Advisors first reported a position in MKC in Q3 2025 and has held it in 3 quarters since. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Kelleher Financial Advisors held 1,470 shares of McCormick & Company Non-Voting worth $111K as of Q1 2026.
  • Kelleher Financial Advisors left its McCormick & Company Non-Voting share count unchanged in Q1 2026.
  • McCormick & Company Non-Voting made up 0.03% of Kelleher Financial Advisors's portfolio in Q1 2026, its #273 holding.
  • Kelleher Financial Advisors first reported a position in McCormick & Company Non-Voting in Q3 2025 and has held it in 3 quarters since.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.