Lido Advisors
MKC icon

Lido Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Lido Advisors’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 		$960K Sell
19,023
-3,806
-17% -$242K ﹤0.01% 987
2025
Q4 		$1.53M Sell
22,829
-79
-0.3% -$5.25K ﹤0.01% 818
2025
Q3 		$1.53M Sell
22,908
-906
-4% -$63.5K ﹤0.01% 775
2025
Q2 		$1.81M Buy
23,814
+5,895
+33% +$442K 0.01% 614
2025
Q1 		$1.47M Buy
17,919
+212
+1% +$16.6K 0.01% 626
2024
Q4 		$1.36M Buy
17,707
+622
+4% +$48.9K 0.01% 642
2024
Q3 		$1.41M Sell
17,085
-1,299
-7% -$101K 0.01% 583
2024
Q2 		$1.3M Buy
18,384
+11,998
+188% +$873K 0.01% 566
2024
Q1 		$491K Sell
6,386
-70
-1% -$4.76K ﹤0.01% 912
2023
Q4 		$444K Sell
6,456
-42
-0.6% -$2.75K ﹤0.01% 902
2023
Q3 		$492K Sell
6,498
-414
-6% -$34.6K ﹤0.01% 756
2023
Q2 		$603K Buy
6,912
+873
+14% +$77.1K ﹤0.01% 677
2023
Q1 		$502K Buy
6,039
+63
+1% +$4.8K ﹤0.01% 661
2022
Q4 		$495K Buy
5,976
+1,604
+37% +$129K 0.01% 590
2022
Q3 		$311K Sell
4,372
-32
-0.7% -$2.68K ﹤0.01% 738
2022
Q2 		$366K Buy
4,404
+9
+0.2% +$853 ﹤0.01% 644
2022
Q1 		$438K Sell
4,395
-952
-18% -$93.1K ﹤0.01% 635
2021
Q4 		$516K Sell
5,347
-117
-2% -$9.96K 0.01% 606
2021
Q3 		$442K Sell
5,464
-10
-0.2% -$859 0.01% 631
2021
Q2 		$484K Sell
5,474
-148
-3% -$13.2K 0.01% 558
2021
Q1 		$501K Sell
5,622
-1,692
-23% -$151K 0.01% 498
2020
Q4 		$701K Buy
7,314
+2,716
+59% +$256K 0.01% 393
2020
Q3 		$446K Buy
4,598
+54
+1% +$5.29K 0.01% 405
2020
Q2 		$408K Buy
+4,544
New +$374K 0.01% 380
2020
Q1 		– Sell
-3,148
Closed -$268K – 640
2019
Q4 		$268K Buy
3,148
+158
+5% +$13.1K 0.01% 540
2019
Q3 		$234K Buy
+2,990
New +$240K 0.01% 506

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

Lido Advisors's MKC Position: Q1 2026 in Review

Lido Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 17% in Q1 2026, selling an estimated $242K and leaving 19,023 shares worth $960K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Lido Advisors first reported a position in MKC in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.81M in Q2 2025. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Lido Advisors held 19,023 shares of McCormick & Company Non-Voting worth $960K as of Q1 2026.
  • Lido Advisors sold 3,806 McCormick & Company Non-Voting shares in Q1 2026, an estimated $242K.
  • McCormick & Company Non-Voting made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #987 holding.
  • Lido Advisors first reported a position in McCormick & Company Non-Voting in Q3 2019 and has held it in 26 quarters since.
  • Lido Advisors's McCormick & Company Non-Voting position peaked at $1.81M in Q2 2025.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.