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Kestra Private Wealth Services’s McCormick & Company Non-Voting MKC Stock Holding History

Kestra Private Wealth Services’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 		$712K Sell
14,112
-5,729
-29% -$281K 0.01% 1071
2026
Q1 		$1M Buy
19,841
+6,919
+54% +$441K 0.01% 840
2025
Q4 		$880K Buy
12,922
+1,769
+16% +$117K 0.01% 864
2025
Q3 		$746K Buy
11,153
+2,024
+22% +$142K 0.01% 905
2025
Q2 		$692K Sell
9,129
-7,620
-45% -$571K 0.01% 894
2025
Q1 		$1.38M Buy
16,749
+2,534
+18% +$199K 0.02% 562
2024
Q4 		$1.08M Buy
14,215
+2,150
+18% +$169K 0.02% 619
2024
Q3 		$993K Buy
12,065
+6,459
+115% +$503K 0.02% 618
2024
Q2 		$398K Sell
5,606
-1,061
-16% -$77.2K 0.01% 927
2024
Q1 		$512K Sell
6,667
-555
-8% -$37.7K 0.01% 787
2023
Q4 		$494K Buy
7,222
+3,583
+98% +$234K 0.01% 733
2023
Q3 		$275K Buy
+3,639
New +$304K 0.01% 899

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

Kestra Private Wealth Services's MKC Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its McCormick & Company Non-Voting (MKC) stake by 29% in Q2 2026, selling an estimated $281K and leaving 14,112 shares worth $712K. The position accounts for 0.01% of the portfolio, ranked #1071.

Kestra Private Wealth Services first reported a position in MKC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.38M in Q1 2025. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Kestra Private Wealth Services held 14,112 shares of McCormick & Company Non-Voting worth $712K as of Q2 2026.
  • Kestra Private Wealth Services sold 5,729 McCormick & Company Non-Voting shares in Q2 2026, an estimated $281K.
  • McCormick & Company Non-Voting made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1071 holding.
  • Kestra Private Wealth Services first reported a position in McCormick & Company Non-Voting in Q3 2023 and has held it in 12 quarters since.
  • Kestra Private Wealth Services's McCormick & Company Non-Voting position peaked at $1.38M in Q1 2025.
  • 954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.