KWM
MKC icon

KFG Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

KFG Wealth 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 		– Sell
-8,849
Closed -$446K – 236
2026
Q1 		$446K Buy
8,849
+919
+12% +$58.5K 0.06% 147
2025
Q4 		$540K Sell
7,930
-1,821
-19% -$121K 0.07% 126
2025
Q3 		$652K Sell
9,751
-716
-7% -$50.1K 0.09% 106
2025
Q2 		$794K Buy
10,467
+546
+6% +$40.9K 0.13% 87
2025
Q1 		$817K Sell
9,921
-47
-0.5% -$3.68K 0.15% 79
2024
Q4 		$760K Buy
9,968
+484
+5% +$38K 0.14% 79
2024
Q3 		$781K Sell
9,484
-950
-9% -$74K 0.17% 80
2024
Q2 		$740K Buy
10,434
+156
+2% +$11.4K 0.29% 62
2024
Q1 		$789K Buy
10,278
+5,049
+97% +$343K 0.32% 60
2023
Q4 		$358K Buy
5,229
+158
+3% +$10.3K 0.16% 97
2023
Q3 		$384K Buy
5,071
+661
+15% +$55.2K 0.21% 88
2023
Q2 		$385K Buy
4,410
+1,691
+62% +$149K 0.22% 68
2023
Q1 		$235K Buy
+2,719
New +$207K 0.16% 80

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 $3.37T AUM 44.26% 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

KFG Wealth Management's MKC Position: Q2 2026 in Review

KFG Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q2 2026, closing a stake of 8,849 shares — an estimated $446K sold.

KFG Wealth Management first reported a position in MKC in Q1 2023 and held it in 13 quarters. The position peaked at $817K in Q1 2025. 953 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • KFG Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q2 2026 after selling out during the quarter.
  • KFG Wealth Management sold 8,849 McCormick & Company Non-Voting shares in Q2 2026, an estimated $446K.
  • KFG Wealth Management first reported a position in McCormick & Company Non-Voting in Q1 2023 and held it in 13 quarters.
  • KFG Wealth Management's McCormick & Company Non-Voting position peaked at $817K in Q1 2025.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.