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

Medallion 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
2026
Q1 		$154K Hold
3,045
– – 0.05% 287
2025
Q4 		$207K Hold
3,045
– – 0.07% 239
2025
Q3 		$204K Hold
3,045
– – 0.07% 233
2025
Q2 		$235K Buy
3,045
+3,000
+6,667% +$225K 0.09% 209
2025
Q1 		$3.7K Buy
+45
New +$3.53K ﹤0.01% 836

Other funds holding MKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
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
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Medallion Wealth Advisors's MKC Position: Q1 2026 in Review

Medallion Wealth Advisors held its McCormick & Company Non-Voting (MKC) position steady in Q1 2026 at 3,045 shares worth $154K. The position accounts for 0.05% of the portfolio, ranked #287.

Medallion Wealth Advisors first reported a position in MKC in Q1 2025 and has held it in 5 quarters since. The position peaked at $235K in Q2 2025. 955 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Medallion Wealth Advisors held 3,045 shares of McCormick & Company Non-Voting worth $154K as of Q1 2026.
  • Medallion Wealth Advisors left its McCormick & Company Non-Voting share count unchanged in Q1 2026.
  • McCormick & Company Non-Voting made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #287 holding.
  • Medallion Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's McCormick & Company Non-Voting position peaked at $235K in Q2 2025.
  • 955 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.