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Legacy Wealth Management (Idaho)’s McCormick & Company Non-Voting MKC Stock Holding History

Legacy Wealth Management (Idaho)’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
-580
Closed -$29.3K – 646
2026
Q1 		$29.3K Hold
580
– – 0.01% 340
2025
Q4 		$39.5K Buy
+580
New +$38.5K 0.02% 250

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State Street
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Vanguard Portfolio Management
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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 Wealth Management (Idaho)'s MKC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of McCormick & Company Non-Voting (MKC) in Q2 2026, closing a stake of 580 shares — an estimated $29.3K sold.

Legacy Wealth Management (Idaho) first reported a position in MKC in Q4 2025 and held it in 2 quarters. The position peaked at $39.5K in Q4 2025. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining McCormick & Company Non-Voting position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 580 McCormick & Company Non-Voting shares in Q2 2026, an estimated $29.3K.
  • Legacy Wealth Management (Idaho) first reported a position in McCormick & Company Non-Voting in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s McCormick & Company Non-Voting position peaked at $39.5K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.