KMG Fiduciary Partners’s McCormick & Company Non-Voting MKC Stock Holding History

KMG Fiduciary Partners’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	$228K	Hold	4,520	–	–	0.02%	199
2026 Q1	$228K	Sell	4,520 -7	-0.2%	-$446	0.02%	255
2025 Q4	$308K	Sell	4,527 -303	-6%	-$20.1K	0.02%	227
2025 Q3	$323K	Hold	4,830	–	–	0.02%	256
2025 Q2	$366K	Hold	4,830	–	–	0.03%	247
2025 Q1	$398K	Hold	4,830	–	–	0.03%	234
2024 Q4	$368K	Sell	4,830 -200	-4%	-$15.7K	0.03%	229
2024 Q3	$414K	Hold	5,030	–	–	0.04%	221
2024 Q2	$357K	Hold	5,030	–	–	0.04%	200
2024 Q1	$386K	Sell	5,030 -185	-4%	-$12.6K	0.04%	189
2023 Q4	$357K	Sell	5,215 -200	-4%	-$13.1K	0.04%	193
2023 Q3	$410K	Hold	5,415	–	–	0.05%	179
2023 Q2	$472K	Sell	5,415 -1,054	-16%	-$93.1K	0.06%	177
2023 Q1	$538K	Buy	6,469 +81	+1%	+$6.18K	0.08%	169
2022 Q4	$530K	Buy	6,388 +58	+0.9%	+$4.68K	0.09%	162
2022 Q3	$451K	Hold	6,330	–	–	0.09%	142
2022 Q2	$527K	Sell	6,330 -1,490	-19%	-$141K	0.1%	138
2022 Q1	$780K	Hold	7,820	–	–	0.12%	125
2021 Q4	$755K	Hold	7,820	–	–	0.12%	121
2021 Q3	$634K	Sell	7,820 -600	-7%	-$51.5K	0.11%	122
2021 Q2	$744K	Hold	8,420	–	–	0.13%	114
2021 Q1	$751K	Sell	8,420 -100	-1%	-$8.9K	0.15%	107
2020 Q4	$803K	Hold	8,520	–	–	0.17%	102
2020 Q3	$827K	Hold	8,520	–	–	0.21%	93
2020 Q2	$764K	Hold	8,520	–	–	0.21%	81
2020 Q1	$602K	Sell	8,520 -586	-6%	-$45.5K	0.2%	84
2019 Q4	$773K	Hold	9,106	–	–	0.24%	74
2019 Q3	$712K	Hold	9,106	–	–	0.24%	69
2019 Q2	$706K	Buy	9,106 +66	+0.7%	+$5.09K	0.26%	67
2019 Q1	$681K	Hold	9,040	–	–	0.26%	65
2018 Q4	$629K	Buy	+9,040	New	+$648K	0.29%	63

Other funds holding MKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KMG Fiduciary Partners's MKC Position: Q2 2026 in Review

KMG Fiduciary Partners held its McCormick & Company Non-Voting (MKC) position steady in Q2 2026 at 4,520 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #199.

KMG Fiduciary Partners first reported a position in MKC in Q4 2018 and has held it in 31 quarters since. The position peaked at $827K in Q3 2020. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

KMG Fiduciary Partners held 4,520 shares of McCormick & Company Non-Voting worth $228K as of Q2 2026.
KMG Fiduciary Partners left its McCormick & Company Non-Voting share count unchanged in Q2 2026.
McCormick & Company Non-Voting made up 0.02% of KMG Fiduciary Partners's portfolio in Q2 2026, its #199 holding.
KMG Fiduciary Partners first reported a position in McCormick & Company Non-Voting in Q4 2018 and has held it in 31 quarters since.
KMG Fiduciary Partners's McCormick & Company Non-Voting position peaked at $827K in Q3 2020.
954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.