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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
Q1 		$29.3K Hold
580
– – 0.01% 340
2025
Q4 		$39.5K Buy
+580
New +$38.5K 0.02% 250

Other funds holding MKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s MKC Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its McCormick & Company Non-Voting (MKC) position steady in Q1 2026 at 580 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #340.

Legacy Wealth Management (Idaho) first reported a position in MKC in Q4 2025 and has held it in 2 quarters since. The position peaked at $39.5K in Q4 2025. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 580 shares of McCormick & Company Non-Voting worth $29.3K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its McCormick & Company Non-Voting share count unchanged in Q1 2026.
  • McCormick & Company Non-Voting made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #340 holding.
  • Legacy Wealth Management (Idaho) first reported a position in McCormick & Company Non-Voting in Q4 2025 and has held it in 2 quarters since.
  • Legacy Wealth Management (Idaho)'s McCormick & Company Non-Voting position peaked at $39.5K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.