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Moneta Group Investment Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Moneta Group Investment 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 		$327K Buy
6,479
+3
+0% +$191 ﹤0.01% 605
2025
Q4 		$441K Sell
6,476
-758
-10% -$50.3K ﹤0.01% 538
2025
Q3 		$484K Sell
7,234
-576
-7% -$40.3K ﹤0.01% 504
2025
Q2 		$592K Hold
7,810
– – 0.01% 401
2025
Q1 		$643K Sell
7,810
-95
-1% -$7.45K 0.01% 360
2024
Q4 		$603K Buy
7,905
+580
+8% +$45.6K 0.01% 368
2024
Q3 		$603K Sell
7,325
-52
-0.7% -$4.05K 0.01% 371
2024
Q2 		$523K Buy
7,377
+72
+1% +$5.24K 0.01% 384
2024
Q1 		$561K Sell
7,305
-24
-0.3% -$1.63K 0.01% 355
2023
Q4 		$501K Sell
7,329
-186
-2% -$12.2K 0.01% 339
2023
Q3 		$568K Buy
7,515
+1,161
+18% +$97K 0.01% 288
2023
Q2 		$554K Sell
6,354
-6
-0.1% -$530 0.01% 304
2023
Q1 		$529K Sell
6,360
-595
-9% -$45.4K 0.01% 313
2022
Q4 		$522K Buy
6,955
+739
+12% +$59.6K 0.01% 288
2022
Q3 		$443K Sell
6,216
-523
-8% -$43.9K 0.02% 292
2022
Q2 		$561K Buy
6,739
+517
+8% +$49K 0.02% 285
2022
Q1 		$621K Buy
6,222
+11
+0.2% +$1.07K 0.02% 265
2021
Q4 		$600K Buy
6,211
+3
+0% +$255 0.02% 271
2021
Q3 		$503K Sell
6,208
-8
-0.1% -$687 0.02% 279
2021
Q2 		$549K Buy
6,216
+2,672
+75% +$238K 0.03% 272
2021
Q1 		$316K Sell
3,544
-86
-2% -$7.65K 0.02% 322
2020
Q4 		$347K Buy
+3,630
New +$343K 0.02% 236
2018
Q1 		– Sell
-3,900
Closed -$199K – 683
2017
Q4 		$199K Hold
3,900
– – 0.03% 192
2017
Q3 		$200K Buy
+3,900
New +$188K 0.03% 193

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

Moneta Group Investment Advisors's MKC Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its McCormick & Company Non-Voting (MKC) stake by 0.05% in Q1 2026, buying an estimated $191 and bringing the position to 6,479 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Moneta Group Investment Advisors first reported a position in MKC in Q3 2017 and has held it in 24 quarters since. The position peaked at $643K in Q1 2025. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Moneta Group Investment Advisors held 6,479 shares of McCormick & Company Non-Voting worth $327K as of Q1 2026.
  • Moneta Group Investment Advisors bought 3 McCormick & Company Non-Voting shares in Q1 2026, an estimated $191.
  • McCormick & Company Non-Voting made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #605 holding.
  • Moneta Group Investment Advisors first reported a position in McCormick & Company Non-Voting in Q3 2017 and has held it in 24 quarters since.
  • Moneta Group Investment Advisors's McCormick & Company Non-Voting position peaked at $643K in Q1 2025.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.