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LRI Investments’s McCormick & Company Non-Voting MKC Stock Holding History

LRI Investments’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 		$15.3K Sell
303
-2,115
-87% -$104K ﹤0.01% 846
2026
Q1 		$122K Buy
2,418
+2,167
+863% +$138K 0.01% 381
2025
Q4 		$17.1K Hold
251
– – ﹤0.01% 745
2025
Q3 		$16.8K Hold
251
– – ﹤0.01% 757
2025
Q2 		$19K Hold
251
– – ﹤0.01% 721
2025
Q1 		$20.7K Hold
251
– – ﹤0.01% 670
2024
Q4 		$19.1K Hold
251
– – ﹤0.01% 673
2024
Q3 		$18.8K Hold
251
– – ﹤0.01% 663
2024
Q2 		$17.8K Sell
251
-33
-12% -$2.4K ﹤0.01% 625
2024
Q1 		$21.8K Buy
+284
New +$19.3K 0.01% 370

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

LRI Investments's MKC Position: Q2 2026 in Review

LRI Investments reduced its McCormick & Company Non-Voting (MKC) stake by 87% in Q2 2026, selling an estimated $104K and leaving 303 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

LRI Investments first reported a position in MKC in Q1 2024 and has held it in 10 quarters since. The position peaked at $122K in Q1 2026. 121 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • LRI Investments held 303 shares of McCormick & Company Non-Voting worth $15.3K as of Q2 2026.
  • LRI Investments sold 2,115 McCormick & Company Non-Voting shares in Q2 2026, an estimated $104K.
  • McCormick & Company Non-Voting made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #846 holding.
  • LRI Investments first reported a position in McCormick & Company Non-Voting in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's McCormick & Company Non-Voting position peaked at $122K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.