Nicholson Wealth Management Group’s McCormick & Company Non-Voting MKC Stock Holding History

Nicholson Wealth Management Group’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	–	Sell	-26,890	Closed	-$1.36M	–	117
2026 Q1	$1.36M	Sell	26,890 -105	-0.4%	-$6.69K	0.79%	75
2025 Q4	$1.84M	Buy	26,995 +5,255	+24%	+$349K	1.08%	45
2025 Q3	$1.45M	Buy	21,740 +2,613	+14%	+$183K	0.85%	73
2025 Q2	$1.45M	Buy	19,127 +181	+1%	+$13.6K	0.89%	62
2025 Q1	$1.56M	Sell	18,946 -228	-1%	-$17.9K	1.02%	48
2024 Q4	$1.46M	Buy	19,174 +11,935	+165%	+$938K	0.98%	56
2024 Q3	$596K	Buy	+7,239	New	+$564K	0.49%	80

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

Nicholson Wealth Management Group's MKC Position: Q2 2026 in Review

Nicholson Wealth Management Group sold out of McCormick & Company Non-Voting (MKC) in Q2 2026, closing a stake of 26,890 shares — an estimated $1.36M sold.

Nicholson Wealth Management Group first reported a position in MKC in Q3 2024 and held it in 7 quarters. The position peaked at $1.84M in Q4 2025. 948 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Nicholson Wealth Management Group reported no remaining McCormick & Company Non-Voting position as of Q2 2026 after selling out during the quarter.
Nicholson Wealth Management Group sold 26,890 McCormick & Company Non-Voting shares in Q2 2026, an estimated $1.36M.
Nicholson Wealth Management Group first reported a position in McCormick & Company Non-Voting in Q3 2024 and held it in 7 quarters.
Nicholson Wealth Management Group's McCormick & Company Non-Voting position peaked at $1.84M in Q4 2025.
948 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.