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Mowery & Schoenfeld Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Mowery & Schoenfeld Wealth 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
Q1 		– Sell
-100
Closed -$6.81K – 444
2025
Q4 		$6.81K Buy
+100
New +$6.64K 0.01% 287
2025
Q1 		– Sell
-40
Closed -$3.05K – 529
2024
Q4 		$3.05K Buy
+40
New +$3.14K 0.01% 357

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's MKC Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q1 2026, closing a stake of 100 shares — an estimated $6.81K sold.

Mowery & Schoenfeld Wealth Management first reported a position in MKC in Q4 2024 and held it in 2 quarters. The position peaked at $6.81K in Q4 2025. 956 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 100 McCormick & Company Non-Voting shares in Q1 2026, an estimated $6.81K.
  • Mowery & Schoenfeld Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's McCormick & Company Non-Voting position peaked at $6.81K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.