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Mount Yale Investment Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Mount Yale 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
Q2 		$433K Buy
+8,583
New +$421K 0.01% 837
2025
Q3 		– Sell
-356
Closed -$27K – 1232
2025
Q2 		$27K Buy
+356
New +$26.7K ﹤0.01% 980
2023
Q1 		– Sell
-9,376
Closed -$777K – 516
2022
Q4 		$777K Sell
9,376
-78
-0.8% -$6.29K 0.09% 232
2022
Q3 		$674K Buy
9,454
+44
+0.5% +$3.69K 0.09% 231
2022
Q2 		$783K Sell
9,410
-276
-3% -$26.1K 0.1% 206
2022
Q1 		$967K Sell
9,686
-38
-0.4% -$3.71K 0.11% 195
2021
Q4 		$939K Buy
9,724
+45
+0.5% +$3.83K 0.1% 214
2021
Q3 		$784K Buy
9,679
+454
+5% +$39K 0.09% 224
2021
Q2 		$815K Buy
9,225
+98
+1% +$8.74K 0.1% 212
2021
Q1 		$814K Buy
9,127
+1,212
+15% +$108K 0.11% 202
2020
Q4 		$757K Buy
7,915
+95
+1% +$8.97K 0.11% 205
2020
Q3 		$759K Sell
7,820
-112
-1% -$11K 0.11% 185
2020
Q2 		$712K Buy
7,932
+754
+11% +$62.1K 0.13% 172
2020
Q1 		$507K Buy
7,178
+814
+13% +$63.2K 0.11% 164
2019
Q4 		$520K Sell
6,364
-140
-2% -$11.6K 0.09% 193
2019
Q3 		$524K Sell
6,504
-352
-5% -$28.3K 0.09% 184
2019
Q2 		$547K Sell
6,856
-34
-0.5% -$2.62K 0.1% 167
2019
Q1 		$519K Hold
6,890
– – 0.1% 167
2018
Q4 		$439K Sell
6,890
-1,242
-15% -$89.1K 0.09% 202
2018
Q3 		$610K Sell
8,132
-302
-4% -$18.6K 0.11% 151
2018
Q2 		$490K Sell
8,434
-20
-0.2% -$1.05K 0.09% 177
2018
Q1 		$450K Buy
+8,454
New +$445K 0.1% 192

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's MKC Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in McCormick & Company Non-Voting (MKC) in Q2 2026: 8,583 shares worth $433K. The stake represents 0.01% of the portfolio and ranks #837 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in MKC as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in MKC in Q1 2018 and has held it in 22 quarters since. The position peaked at $967K in Q1 2022. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Mount Yale Investment Advisors held 8,583 shares of McCormick & Company Non-Voting worth $433K as of Q2 2026.
  • McCormick & Company Non-Voting was a new Mount Yale Investment Advisors position in Q2 2026.
  • McCormick & Company Non-Voting made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #837 holding.
  • Mount Yale Investment Advisors first reported a position in McCormick & Company Non-Voting in Q1 2018 and has held it in 22 quarters since.
  • Mount Yale Investment Advisors's McCormick & Company Non-Voting position peaked at $967K in Q1 2022.
  • 954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.