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

LifeSteps Financial’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 		$8.99K Buy
+178
New +$8.73K ﹤0.01% 432
2024
Q2 		– Sell
-168
Closed -$12.9K – 275
2024
Q1 		$12.9K Buy
+168
New +$11.4K 0.01% 278

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

LifeSteps Financial's MKC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in McCormick & Company Non-Voting (MKC) in Q2 2026: 178 shares worth $8.99K. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in MKC as recently as Q1 2024.

LifeSteps Financial first reported a position in MKC in Q1 2024 and has held it in 2 quarters since. The position peaked at $12.9K in Q1 2024. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • LifeSteps Financial held 178 shares of McCormick & Company Non-Voting worth $8.99K as of Q2 2026.
  • McCormick & Company Non-Voting was a new LifeSteps Financial position in Q2 2026.
  • McCormick & Company Non-Voting made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #432 holding.
  • LifeSteps Financial first reported a position in McCormick & Company Non-Voting in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's McCormick & Company Non-Voting position peaked at $12.9K in Q1 2024.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.