Montag & Associates’s McCormick & Company Non-Voting MKC Stock Holding History

Montag & Associates’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	$5.3K	Buy	+105	New	+$6.69K	﹤0.01%	798

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

Montag & Associates's MKC Position: Q1 2026 in Review

Montag & Associates opened a new position in McCormick & Company Non-Voting (MKC) in Q1 2026: 105 shares worth $5.3K. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings.

953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

Montag & Associates held 105 shares of McCormick & Company Non-Voting worth $5.3K as of Q1 2026.
McCormick & Company Non-Voting was a new Montag & Associates position in Q1 2026.
McCormick & Company Non-Voting made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #798 holding.
953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.