Marshall Financial Group (Maryland)’s McCormick & Company Non-Voting MKC Stock Holding History

Marshall Financial Group (Maryland)’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	$1.18M	Sell	23,414 -72	-0.3%	-$4.59K	0.19%	101
2025 Q4	$1.6M	Hold	23,486	–	–	0.31%	70
2025 Q3	$1.57M	Hold	23,486	–	–	0.31%	78
2025 Q2	$1.72M	Hold	23,486	–	–	0.34%	63
2025 Q1	$1.93M	Sell	23,486 -9	-0%	-$705	0.42%	50
2024 Q4	$1.79M	Buy	23,495 +12	+0.1%	+$943	0.43%	52
2024 Q3	$1.93M	Hold	23,483	–	–	0.46%	52
2024 Q2	$1.67M	Sell	23,483 -54	-0.2%	-$3.93K	0.47%	54
2024 Q1	$1.81M	Sell	23,537 -348	-1%	-$23.6K	0.52%	54
2023 Q4	$1.63M	Buy	23,885 +377	+2%	+$24.7K	0.53%	53
2023 Q3	$1.78M	Sell	23,508 -22	-0.1%	-$1.84K	0.64%	42
2023 Q2	$2.05M	Hold	23,530	–	–	0.7%	38
2023 Q1	$1.96M	Hold	23,530	–	–	0.7%	36
2022 Q4	$1.95M	Sell	23,530 -31	-0.1%	-$2.5K	0.76%	38
2022 Q3	$1.68M	Buy	23,561 +20	+0.1%	+$1.68K	0.71%	32
2022 Q2	$1.96M	Hold	23,541	–	–	0.78%	28
2022 Q1	$2.35M	Hold	23,541	–	–	0.96%	13
2021 Q4	$2.27M	Hold	23,541	–	–	0.84%	17
2021 Q3	$1.91M	Hold	23,541	–	–	0.99%	12
2021 Q2	$2.08M	Hold	23,541	–	–	1.12%	11
2021 Q1	$2.1M	Sell	23,541 -2,802	-11%	-$249K	1.25%	10
2020 Q4	$2.52M	Buy	+26,343	New	+$2.49M	1.64%	8

Other funds holding MKC

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Marshall Financial Group (Maryland)'s MKC Position: Q1 2026 in Review

Marshall Financial Group (Maryland) reduced its McCormick & Company Non-Voting (MKC) stake by 0.31% in Q1 2026, selling an estimated $4.59K and leaving 23,414 shares worth $1.18M. The position accounts for 0.19% of the portfolio, ranked #101.

Marshall Financial Group (Maryland) first reported a position in MKC in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.52M in Q4 2020. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

Marshall Financial Group (Maryland) held 23,414 shares of McCormick & Company Non-Voting worth $1.18M as of Q1 2026.
Marshall Financial Group (Maryland) sold 72 McCormick & Company Non-Voting shares in Q1 2026, an estimated $4.59K.
McCormick & Company Non-Voting made up 0.19% of Marshall Financial Group (Maryland)'s portfolio in Q1 2026, its #101 holding.
Marshall Financial Group (Maryland) first reported a position in McCormick & Company Non-Voting in Q4 2020 and has held it in 22 quarters since.
Marshall Financial Group (Maryland)'s McCormick & Company Non-Voting position peaked at $2.52M in Q4 2020.
953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.