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

Lowe Wealth 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
2025
Q3 		$932K Buy
13,923
+2
+0% +$140 0.34% 32
2025
Q2 		$1.06M Buy
13,921
+3
+0% +$225 0.41% 26
2025
Q1 		$1.15M Buy
13,918
+2
+0% +$157 0.49% 22
2024
Q4 		$1.06M Buy
13,916
+2
+0% +$157 0.45% 21
2024
Q3 		$1.15M Buy
13,914
+2
+0% +$156 0.49% 20
2024
Q2 		$987K Sell
13,912
-322
-2% -$23.4K 0.45% 23
2024
Q1 		$1.09M Buy
14,234
+2
+0% +$136 0.51% 20
2023
Q4 		$974K Buy
14,232
+2
+0% +$131 0.48% 21
2023
Q3 		$1.08M Buy
14,230
+2
+0% +$167 0.57% 19
2023
Q2 		$1.24M Buy
14,228
+1
+0% +$88 0.63% 17
2023
Q1 		$1.18M Buy
14,227
+2
+0% +$153 0.64% 16
2022
Q4 		$1.18M Buy
14,225
+1
+0% +$81 0.65% 17
2022
Q3 		$1.01M Buy
14,224
+2
+0% +$168 0.6% 19
2022
Q2 		$1.18M Buy
14,222
+1
+0% +$95 0.65% 18
2022
Q1 		$1.42M Buy
14,221
+1
+0% +$98 0.64% 18
2021
Q4 		$1.37M Buy
14,220
+2
+0% +$170 0.6% 20
2021
Q3 		$1.15M Buy
14,218
+1
+0% +$86 0.55% 21
2021
Q2 		$1.26M Buy
14,217
+1
+0% +$89 0.6% 18
2021
Q1 		$1.27M Buy
14,216
+2
+0% +$178 0.64% 18
2020
Q4 		$1.36M Hold
14,214
– – 0.69% 17
2020
Q3 		$1.38M Buy
14,214
+2
+0% +$196 0.77% 15
2020
Q2 		$1.27M Hold
14,212
– – 0.75% 15
2020
Q1 		$1M Buy
14,212
+2
+0% +$155 0.71% 17
2019
Q4 		$1.21M Buy
14,210
+2
+0% +$166 0.67% 20
2019
Q3 		$1.11M Hold
14,208
– – 0.66% 20
2019
Q2 		$1.1M Buy
14,208
+2
+0% +$154 0.66% 19
2019
Q1 		$1.07M Buy
14,206
+2
+0% +$135 0.65% 20
2018
Q4 		$989K Hold
14,204
– – 0.68% 17
2018
Q3 		$936K Buy
14,204
+2
+0% +$123 0.55% 21
2018
Q2 		$824K Buy
14,202
+2
+0% +$105 0.51% 22
2018
Q1 		$755K Hold
14,200
– – 0.47% 23
2017
Q4 		$724K Sell
14,200
-298
-2% -$14.8K 0.44% 25
2017
Q3 		$744K Buy
14,498
+302
+2% +$14.6K 0.46% 25
2017
Q2 		$692K Buy
14,196
+2
+0% +$101 0.44% 25
2017
Q1 		$692K Hold
14,194
– – 0.46% 25
2016
Q4 		$662K Sell
14,194
-288
-2% -$13.4K 0.45% 23
2016
Q3 		$724K Buy
14,482
+2
+0% +$101 0.49% 23
2016
Q2 		$772K Buy
14,480
+2
+0% +$98 0.52% 23
2016
Q1 		$720K Hold
14,478
– – 0.49% 23
2015
Q4 		$619K Buy
14,478
+2
+0% +$84 0.42% 25
2015
Q3 		$595K Sell
14,476
-150
-1% -$6.09K 0.45% 23
2015
Q2 		$592K Buy
14,626
+572
+4% +$22.3K 0.4% 23
2015
Q1 		$542K Hold
14,054
– – 0.37% 23
2014
Q4 		$522K Buy
+14,054
New +$503K 0.37% 21

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lowe Wealth Advisors's MKC Position: Q3 2025 in Review

Lowe Wealth Advisors increased its McCormick & Company Non-Voting (MKC) stake by 0.01% in Q3 2025, buying an estimated $140 and bringing the position to 13,923 shares worth $932K. The position accounts for 0.34% of the portfolio, ranked #32.

Lowe Wealth Advisors first reported a position in MKC in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.42M in Q1 2022. 968 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

  • Lowe Wealth Advisors held 13,923 shares of McCormick & Company Non-Voting worth $932K as of Q3 2025.
  • Lowe Wealth Advisors bought 2 McCormick & Company Non-Voting shares in Q3 2025, an estimated $140.
  • McCormick & Company Non-Voting made up 0.34% of Lowe Wealth Advisors's portfolio in Q3 2025, its #32 holding.
  • Lowe Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q4 2014 and has held it in 44 quarters since.
  • Lowe Wealth Advisors's McCormick & Company Non-Voting position peaked at $1.42M in Q1 2022.
  • 968 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.