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 Q2	$15.3K	Sell	205 -2,840	-93%	-$139K	﹤0.01%	673
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Medallion Wealth Advisors's MKC Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 93% in Q2 2026, selling an estimated $139K and leaving 205 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Medallion Wealth Advisors first reported a position in MKC in Q1 2025 and has held it in 6 quarters since. The position peaked at $235K in Q2 2025. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Medallion Wealth Advisors held 205 shares of McCormick & Company Non-Voting worth $15.3K as of Q2 2026.
Medallion Wealth Advisors sold 2,840 McCormick & Company Non-Voting shares in Q2 2026, an estimated $139K.
McCormick & Company Non-Voting made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #673 holding.
Medallion Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q1 2025 and has held it in 6 quarters since.
Medallion Wealth Advisors's McCormick & Company Non-Voting position peaked at $235K in Q2 2025.
954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.