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Legacy Financial Strategies’s McCormick & Company Non-Voting MKC Stock Holding History

Legacy Financial Strategies’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
-32,448
Closed -$1.64M – 158
2026
Q1 		$1.64M Sell
32,448
-22
-0.1% -$1.4K 0.3% 50
2025
Q4 		$2.21M Sell
32,470
-6,685
-17% -$444K 0.39% 44
2025
Q3 		$2.62M Sell
39,155
-819
-2% -$57.4K 0.47% 39
2025
Q2 		$3.03M Buy
39,974
+1,779
+5% +$133K 0.59% 33
2025
Q1 		$3.14M Buy
38,195
+244
+0.6% +$19.1K 0.69% 29
2024
Q4 		$2.88M Buy
37,951
+890
+2% +$69.9K 0.62% 33
2024
Q3 		$3.05M Sell
37,061
-141
-0.4% -$11K 0.67% 32
2024
Q2 		$2.6M Buy
+37,202
New +$2.71M 0.62% 33
2023
Q3 		– Sell
-27,345
Closed -$2.39M – 79
2023
Q2 		$2.39M Buy
27,345
+2,133
+8% +$188K 0.8% 29
2023
Q1 		$2.1M Buy
25,212
+3,703
+17% +$282K 0.78% 29
2022
Q4 		$1.78M Buy
21,509
+640
+3% +$51.6K 0.74% 35
2022
Q3 		$1.49M Buy
20,869
+2,580
+14% +$216K 0.69% 34
2022
Q2 		$1.52M Buy
18,289
+1,054
+6% +$99.9K 0.75% 27
2022
Q1 		$1.72M Buy
17,235
+1,156
+7% +$113K 0.73% 23
2021
Q4 		$1.55M Buy
16,079
+801
+5% +$68.2K 0.67% 34
2021
Q3 		$1.24M Buy
15,278
+1,262
+9% +$108K 0.58% 38
2021
Q2 		$1.24M Buy
14,016
+1,144
+9% +$102K 0.59% 37
2021
Q1 		$1.15M Buy
12,872
+886
+7% +$78.8K 0.61% 37
2020
Q4 		$1.15M Buy
11,986
+100
+0.8% +$9.44K 0.58% 31
2020
Q3 		$1.15M Buy
11,886
+154
+1% +$15.1K 0.66% 23
2020
Q2 		$1.05M Buy
11,732
+474
+4% +$39K 0.81% 16
2020
Q1 		$795K Buy
11,258
+394
+4% +$30.6K 0.75% 18
2019
Q4 		$922K Buy
10,864
+816
+8% +$67.5K 0.74% 25
2019
Q3 		$805K Buy
10,048
+492
+5% +$39.5K 0.72% 23
2019
Q2 		$750K Buy
+9,556
New +$737K 0.7% 21

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

Legacy Financial Strategies's MKC Position: Q2 2026 in Review

Legacy Financial Strategies sold out of McCormick & Company Non-Voting (MKC) in Q2 2026, closing a stake of 32,448 shares — an estimated $1.64M sold.

Legacy Financial Strategies first reported a position in MKC in Q2 2019 and held it in 25 quarters. The position peaked at $3.14M in Q1 2025. 948 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Legacy Financial Strategies reported no remaining McCormick & Company Non-Voting position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Strategies sold 32,448 McCormick & Company Non-Voting shares in Q2 2026, an estimated $1.64M.
  • Legacy Financial Strategies first reported a position in McCormick & Company Non-Voting in Q2 2019 and held it in 25 quarters.
  • Legacy Financial Strategies's McCormick & Company Non-Voting position peaked at $3.14M in Q1 2025.
  • 948 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.