Kovitz Investment Group Partners’s McCormick & Company Non-Voting MKC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-5,413
Closed -$410K 1455
2025
Q2
$410K Sell
5,413
-225
-4% -$16.9K ﹤0.01% 1044
2025
Q1
$464K Sell
5,638
-474
-8% -$37.1K ﹤0.01% 927
2024
Q4
$466K Buy
6,112
+16
+0.3% +$1.26K ﹤0.01% 913
2024
Q3
$254K Buy
+6,096
New +$475K ﹤0.01% 901
2022
Q3
Sell
-2,625
Closed -$219K 409
2022
Q2
$219K Buy
2,625
+59
+2% +$5.59K ﹤0.01% 388
2022
Q1
$256K Sell
2,566
-784
-23% -$76.6K ﹤0.01% 391
2021
Q4
$320K Buy
3,350
+350
+12% +$29.8K 0.01% 368
2021
Q3
$243K Sell
3,000
-350
-10% -$30K ﹤0.01% 402
2021
Q2
$296K Hold
3,350
0.01% 382
2021
Q1
$299K Hold
3,350
0.01% 367
2020
Q4
$320K Sell
3,350
-80
-2% -$7.55K 0.01% 366
2020
Q3
$333K Hold
3,430
0.01% 349
2020
Q2
$308K Sell
3,430
-150
-4% -$12.4K 0.01% 336
2020
Q1
$253K Sell
3,580
-130
-4% -$10.1K 0.01% 345
2019
Q4
$315K Hold
3,710
0.01% 341
2019
Q3
$290K Sell
3,710
-300
-7% -$24.1K 0.01% 338
2019
Q2
$310K Sell
4,010
-100
-2% -$7.71K 0.01% 327
2019
Q1
$309K Buy
4,110
+910
+28% +$61.4K 0.01% 334
2018
Q4
$223K Buy
+3,200
New +$230K 0.01% 247

Other funds holding MKC

Kovitz Investment Group Partners's MKC Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 5,413 shares — an estimated $410K sold.

Kovitz Investment Group Partners first reported a position in MKC in Q4 2018 and held it in 19 quarters. The position peaked at $466K in Q4 2024. 969 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,413 McCormick & Company Non-Voting shares in Q3 2025, an estimated $410K.
  • Kovitz Investment Group Partners first reported a position in McCormick & Company Non-Voting in Q4 2018 and held it in 19 quarters.
  • Kovitz Investment Group Partners's McCormick & Company Non-Voting position peaked at $466K in Q4 2024.
  • 969 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.