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Meridian Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Meridian Wealth Management’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 		$310K Sell
6,151
-37
-0.6% -$2.36K 0.01% 638
2025
Q4 		$421K Sell
6,188
-69
-1% -$4.58K 0.01% 541
2025
Q3 		$419K Sell
6,257
-34
-0.5% -$2.38K 0.02% 514
2025
Q2 		$477K Sell
6,291
-261
-4% -$19.6K 0.02% 453
2025
Q1 		$539K Buy
6,552
+5
+0.1% +$392 0.03% 397
2024
Q4 		$499K Buy
6,547
+58
+0.9% +$4.56K 0.02% 406
2024
Q3 		$534K Buy
+6,489
New +$506K 0.03% 395
2024
Q2 		– Sell
-7,135
Closed -$548K – 451
2024
Q1 		$548K Buy
7,135
+11
+0.2% +$748 0.09% 130
2023
Q4 		$487K Sell
7,124
-9,486
-57% -$621K 0.03% 388
2023
Q3 		$1.26M Buy
16,610
+7,397
+80% +$618K 0.08% 205
2023
Q2 		$804K Sell
9,213
-267
-3% -$23.6K 0.07% 234
2023
Q1 		$789K Buy
9,480
+33
+0.3% +$2.52K 0.07% 245
2022
Q4 		$783K Buy
9,447
+4,182
+79% +$337K 0.08% 232
2022
Q3 		$375K Sell
5,265
-1,235
-19% -$104K 0.04% 323
2022
Q2 		$541K Buy
6,500
+3,175
+95% +$301K 0.04% 333
2022
Q1 		$332K Buy
3,325
+131
+4% +$12.8K 0.04% 295
2021
Q4 		$309K Buy
3,194
+1
+0% +$85 0.03% 311
2021
Q3 		$259K Hold
3,193
– – 0.03% 329
2021
Q2 		$282K Hold
3,193
– – 0.04% 312
2021
Q1 		$285K Buy
3,193
+25
+0.8% +$2.22K 0.04% 285
2020
Q4 		$302K Buy
+3,168
New +$299K 0.05% 254
2019
Q1 		– Sell
-3,522
Closed -$245K – 209
2018
Q4 		$245K Buy
+3,522
New +$253K 0.14% 136

Other funds holding MKC

BlackRock
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
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

Meridian Wealth Management's MKC Position: Q1 2026 in Review

Meridian Wealth Management reduced its McCormick & Company Non-Voting (MKC) stake by 0.6% in Q1 2026, selling an estimated $2.36K and leaving 6,151 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #638.

Meridian Wealth Management first reported a position in MKC in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.26M in Q3 2023. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Meridian Wealth Management held 6,151 shares of McCormick & Company Non-Voting worth $310K as of Q1 2026.
  • Meridian Wealth Management sold 37 McCormick & Company Non-Voting shares in Q1 2026, an estimated $2.36K.
  • McCormick & Company Non-Voting made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #638 holding.
  • Meridian Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2018 and has held it in 22 quarters since.
  • Meridian Wealth Management's McCormick & Company Non-Voting position peaked at $1.26M in Q3 2023.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.