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

Modern 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 		– Sell
-2,973
Closed -$203K – 926
2025
Q4 		$203K Sell
2,973
-30
-1% -$1.99K ﹤0.01% 809
2025
Q3 		$201K Sell
3,003
-180
-6% -$12.6K ﹤0.01% 769
2025
Q2 		$241K Buy
3,183
+106
+3% +$7.94K 0.01% 680
2025
Q1 		$253K Buy
+3,077
New +$241K 0.01% 579

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

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

Modern Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q1 2026, closing a stake of 2,973 shares — an estimated $203K sold.

Modern Wealth Management first reported a position in MKC in Q1 2025 and held it in 4 quarters. The position peaked at $253K in Q1 2025. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Modern Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 2,973 McCormick & Company Non-Voting shares in Q1 2026, an estimated $203K.
  • Modern Wealth Management first reported a position in McCormick & Company Non-Voting in Q1 2025 and held it in 4 quarters.
  • Modern Wealth Management's McCormick & Company Non-Voting position peaked at $253K in Q1 2025.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.