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NewEdge Wealth’s McCormick & Company Non-Voting MKC Stock Holding History

NewEdge Wealth’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
-6,186
Closed -$421K – 1231
2025
Q4 		$421K Buy
+6,186
New +$411K ﹤0.01% 905
2025
Q1 		– Sell
-16,263
Closed -$1.24M – 972
2024
Q4 		$1.24M Buy
16,263
+1,935
+14% +$152K 0.02% 443
2024
Q3 		$1.18M Buy
+14,328
New +$1.12M 0.02% 442

Other funds holding MKC

BlackRock
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
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 $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 1-Year Est. Return

NewEdge Wealth's MKC Position: Q1 2026 in Review

NewEdge Wealth sold out of McCormick & Company Non-Voting (MKC) in Q1 2026, closing a stake of 6,186 shares — an estimated $421K sold.

NewEdge Wealth first reported a position in MKC in Q3 2024 and held it in 3 quarters. The position peaked at $1.24M in Q4 2024. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • NewEdge Wealth reported no remaining McCormick & Company Non-Voting position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 6,186 McCormick & Company Non-Voting shares in Q1 2026, an estimated $421K.
  • NewEdge Wealth first reported a position in McCormick & Company Non-Voting in Q3 2024 and held it in 3 quarters.
  • NewEdge Wealth's McCormick & Company Non-Voting position peaked at $1.24M in Q4 2024.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.