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

Marshall & Sterling 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 		– Sell
-131
Closed -$9.9K – 670
2025
Q2 		$9.9K Sell
131
-68
-34% -$5.09K 0.01% 330
2025
Q1 		$16.4K Buy
199
+60
+43% +$4.7K 0.01% 269
2024
Q4 		$10.6K Buy
+139
New +$10.9K 0.01% 229

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

Marshall & Sterling Wealth Advisors's MKC Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 131 shares — an estimated $9.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in MKC in Q4 2024 and held it in 3 quarters. The position peaked at $16.4K in Q1 2025. 968 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 131 McCormick & Company Non-Voting shares in Q3 2025, an estimated $9.9K.
  • Marshall & Sterling Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q4 2024 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's McCormick & Company Non-Voting position peaked at $16.4K in Q1 2025.
  • 968 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.