Michael J. Puzo’s McCormick & Company Non-Voting MKC Stock Holding History

Michael J. Puzo’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	$1.26M	Sell	25,009 -18,518	-43%	-$1.18M	0.37%	39
2025 Q4	$2.96M	Sell	43,527 -32,140	-42%	-$2.13M	0.81%	33
2025 Q3	$5.06M	Sell	75,667 -405	-0.5%	-$28.4K	1.38%	29
2025 Q2	$5.77M	Buy	76,072 +69	+0.1%	+$5.17K	1.64%	27
2025 Q1	$6.26M	Buy	76,003 +9,096	+14%	+$713K	1.79%	28
2024 Q4	$5.1M	Buy	66,907 +9,210	+16%	+$724K	1.43%	29
2024 Q3	$4.75M	Buy	57,697 +17,325	+43%	+$1.35M	1.24%	30
2024 Q2	$2.86M	Buy	40,372 +24,022	+147%	+$1.75M	0.79%	34
2024 Q1	$1.26M	Sell	16,350 -3,450	-17%	-$234K	0.35%	43
2023 Q4	$1.35M	Buy	19,800 +450	+2%	+$29.4K	0.43%	41
2023 Q3	$1.46M	Hold	19,350	–	–	0.5%	40
2023 Q2	$1.69M	Hold	19,350	–	–	0.53%	38
2023 Q1	$1.61M	Hold	19,350	–	–	0.54%	39
2022 Q4	$1.6M	Hold	19,350	–	–	0.58%	37
2022 Q3	$1.38M	Hold	19,350	–	–	0.52%	43
2022 Q2	$1.61M	Sell	19,350 -200	-1%	-$18.9K	0.57%	43
2022 Q1	$1.95M	Hold	19,550	–	–	0.59%	41
2021 Q4	$1.89M	Hold	19,550	–	–	0.53%	41
2021 Q3	$1.58M	Hold	19,550	–	–	0.5%	41
2021 Q2	$1.73M	Hold	19,550	–	–	0.54%	42
2021 Q1	$1.74M	Sell	19,550 -40	-0.2%	-$3.56K	0.55%	44
2020 Q4	$1.87M	Sell	19,590 -10	-0.1%	-$944	0.61%	40
2020 Q3	$1.9M	Sell	19,600 -1,400	-7%	-$137K	0.68%	39
2020 Q2	$1.88M	Hold	21,000	–	–	0.7%	38
2020 Q1	$1.48M	Sell	21,000 -100	-0.5%	-$7.76K	0.65%	38
2019 Q4	$1.79M	Sell	21,100 -1,750	-8%	-$145K	0.64%	38
2019 Q3	$1.79M	Sell	22,850 -500	-2%	-$40.2K	0.67%	38
2019 Q2	$1.81M	Sell	23,350 -350	-1%	-$27K	0.67%	39
2019 Q1	$1.79M	Hold	23,700	–	–	0.7%	37
2018 Q4	$1.65M	Buy	23,700 +160	+0.7%	+$11.5K	0.73%	36
2018 Q3	$1.55M	Hold	23,540	–	–	0.58%	40
2018 Q2	$1.37M	Buy	23,540 +140	+0.6%	+$7.35K	0.58%	40
2018 Q1	$1.25M	Buy	23,400 +150	+0.6%	+$7.89K	0.53%	42
2017 Q4	$1.18M	Buy	23,250 +5,300	+30%	+$264K	0.49%	43
2017 Q3	$921K	Hold	17,950	–	–	0.48%	45
2017 Q2	$875K	Hold	17,950	–	–	0.47%	46
2017 Q1	$875K	Sell	17,950 -100	-0.6%	-$4.84K	0.49%	47
2016 Q4	$842K	Hold	18,050	–	–	0.49%	46
2016 Q3	$902K	Hold	18,050	–	–	0.52%	46
2016 Q2	$963K	Sell	18,050 -1,000	-5%	-$48.8K	0.64%	42
2016 Q1	$948K	Buy	19,050 +2,400	+14%	+$108K	0.63%	44
2015 Q4	$712K	Sell	16,650 -20	-0.1%	-$843	0.5%	51
2015 Q3	$685K	Hold	16,670	–	–	0.49%	52
2015 Q2	$675K	Buy	16,670 +1,000	+6%	+$38.9K	0.43%	56
2015 Q1	$604K	Buy	15,670 +1,000	+7%	+$37.1K	0.39%	59
2014 Q4	$545K	Buy	14,670 +4,270	+41%	+$153K	0.36%	59
2014 Q3	$348K	Buy	+10,400	New	+$358K	0.24%	67

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

Michael J. Puzo's MKC Position: Q1 2026 in Review

Michael J. Puzo reduced its McCormick & Company Non-Voting (MKC) stake by 43% in Q1 2026, selling an estimated $1.18M and leaving 25,009 shares worth $1.26M. The position accounts for 0.37% of the portfolio, ranked #39.

Michael J. Puzo first reported a position in MKC in Q3 2014 and has held it in 47 quarters since. The position peaked at $6.26M in Q1 2025. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

Michael J. Puzo held 25,009 shares of McCormick & Company Non-Voting worth $1.26M as of Q1 2026.
Michael J. Puzo sold 18,518 McCormick & Company Non-Voting shares in Q1 2026, an estimated $1.18M.
McCormick & Company Non-Voting made up 0.37% of Michael J. Puzo's portfolio in Q1 2026, its #39 holding.
Michael J. Puzo first reported a position in McCormick & Company Non-Voting in Q3 2014 and has held it in 47 quarters since.
Michael J. Puzo's McCormick & Company Non-Voting position peaked at $6.26M in Q1 2025.
953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.