Kestra Investment Management
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Kestra Investment Management’s McCormick & Company Non-Voting MKC Stock Holding History

Kestra 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
2025
Q2 		– Sell
-173
Closed -$14.2K – 887
2025
Q1 		$14.2K Sell
173
-123
-42% -$9.64K ﹤0.01% 588
2024
Q4 		$22.6K Buy
+296
New +$23.3K ﹤0.01% 697

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Geode Capital Management
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T. Rowe Price Investment Management
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DZ Bank
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Investment Management's MKC Position: Q2 2025 in Review

Kestra Investment Management sold out of McCormick & Company Non-Voting (MKC) in Q2 2025, closing a stake of 173 shares — an estimated $14.2K sold.

Kestra Investment Management first reported a position in MKC in Q4 2024 and held it in 2 quarters. The position peaked at $22.6K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold MKC as of Q2 2025.

  • Kestra Investment Management reported no remaining McCormick & Company Non-Voting position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 173 McCormick & Company Non-Voting shares in Q2 2025, an estimated $14.2K.
  • Kestra Investment Management first reported a position in McCormick & Company Non-Voting in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's McCormick & Company Non-Voting position peaked at $22.6K in Q4 2024.
  • 1,030 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.