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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
Q2 		$67.6K Sell
1,340
-130
-9% -$6.38K 0.01% 416
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 $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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's MKC Position: Q2 2026 in Review

Kelleher Financial Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 8.8% in Q2 2026, selling an estimated $6.38K and leaving 1,340 shares worth $67.6K. The position accounts for 0.01% of the portfolio, ranked #416.

Kelleher Financial Advisors first reported a position in MKC in Q3 2025 and has held it in 4 quarters since. The position peaked at $111K in Q1 2026. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Kelleher Financial Advisors held 1,340 shares of McCormick & Company Non-Voting worth $67.6K as of Q2 2026.
  • Kelleher Financial Advisors sold 130 McCormick & Company Non-Voting shares in Q2 2026, an estimated $6.38K.
  • McCormick & Company Non-Voting made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #416 holding.
  • Kelleher Financial Advisors first reported a position in McCormick & Company Non-Voting in Q3 2025 and has held it in 4 quarters since.
  • Kelleher Financial Advisors's McCormick & Company Non-Voting position peaked at $111K in Q1 2026.
  • 954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.