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

LifeGuide Financial 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
Q2 		$853K Buy
16,919
+157
+0.9% +$7.7K 0.24% 24
2026
Q1 		$845K Buy
16,762
+119
+0.7% +$7.58K 0.27% 24
2025
Q4 		$1.12M Buy
16,643
+213
+1% +$14.1K 0.37% 22
2025
Q3 		$1.27M Hold
16,430
– – 0.47% 20
2025
Q2 		$1.25M Buy
16,430
+98
+0.6% +$7.34K 0.46% 20
2025
Q1 		$1.34M Buy
16,332
+103
+0.6% +$8.07K 0.55% 18
2024
Q4 		$1.24M Sell
16,229
-27
-0.2% -$2.12K 0.53% 16
2024
Q3 		$1.34M Buy
16,256
+92
+0.6% +$7.17K 0.57% 16
2024
Q2 		$1.15M Buy
+16,164
New +$1.18M 0.56% 18

Other funds holding MKC

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LifeGuide Financial Advisors's MKC Position: Q2 2026 in Review

LifeGuide Financial Advisors increased its McCormick & Company Non-Voting (MKC) stake by 0.94% in Q2 2026, buying an estimated $7.7K and bringing the position to 16,919 shares worth $853K. The position accounts for 0.24% of the portfolio, ranked #24.

LifeGuide Financial Advisors first reported a position in MKC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.34M in Q1 2025. 129 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • LifeGuide Financial Advisors held 16,919 shares of McCormick & Company Non-Voting worth $853K as of Q2 2026.
  • LifeGuide Financial Advisors bought 157 McCormick & Company Non-Voting shares in Q2 2026, an estimated $7.7K.
  • McCormick & Company Non-Voting made up 0.24% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • LifeGuide Financial Advisors first reported a position in McCormick & Company Non-Voting in Q2 2024 and has held it in 9 quarters since.
  • LifeGuide Financial Advisors's McCormick & Company Non-Voting position peaked at $1.34M in Q1 2025.
  • 129 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.