Montgomery Financial Services’s McCormick & Company Non-Voting MKC Stock Holding History

Montgomery Financial Services’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 Q2	$17.3K	Buy	+344	New	+$16.9K	0.02%	134

Other funds holding MKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montgomery Financial Services's MKC Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in McCormick & Company Non-Voting (MKC) in Q2 2026: 344 shares worth $17.3K. The stake represents 0.02% of the portfolio and ranks #134 among its holdings.

904 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Montgomery Financial Services held 344 shares of McCormick & Company Non-Voting worth $17.3K as of Q2 2026.
McCormick & Company Non-Voting was a new Montgomery Financial Services position in Q2 2026.
McCormick & Company Non-Voting made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #134 holding.
904 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.