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Morningstar Investment Management’s McCormick & Company Non-Voting MKC Stock Holding History

Morningstar Investment 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
Q2 		$621K Hold
12,302
– – 0.04% 241
2026
Q1 		$621K Buy
12,302
+3,731
+44% +$238K 0.04% 239
2025
Q4 		$584K Sell
8,571
-11
-0.1% -$731 0.03% 263
2025
Q3 		$574K Buy
+8,582
New +$601K 0.02% 415

Other funds holding MKC

ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Morningstar Investment Management's MKC Position: Q2 2026 in Review

Morningstar Investment Management held its McCormick & Company Non-Voting (MKC) position steady in Q2 2026 at 12,302 shares worth $621K. The position accounts for 0.04% of the portfolio, ranked #241.

Morningstar Investment Management first reported a position in MKC in Q3 2025 and has held it in 4 quarters since. 375 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Morningstar Investment Management held 12,302 shares of McCormick & Company Non-Voting worth $621K as of Q2 2026.
  • Morningstar Investment Management left its McCormick & Company Non-Voting share count unchanged in Q2 2026.
  • McCormick & Company Non-Voting made up 0.04% of Morningstar Investment Management's portfolio in Q2 2026, its #241 holding.
  • Morningstar Investment Management first reported a position in McCormick & Company Non-Voting in Q3 2025 and has held it in 4 quarters since.
  • 375 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.