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Optivise Advisory Services’s McCormick & Company Non-Voting MKC Stock Holding History

Optivise Advisory Services’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
2025
Q3 		– Sell
-3,303
Closed -$250K – 233
2025
Q2 		$250K Buy
3,303
+193
+6% +$14.5K 0.13% 164
2025
Q1 		$256K Buy
+3,110
New +$244K 0.14% 148
2024
Q3 		– Sell
-2,949
Closed -$209K – 181
2024
Q2 		$209K Buy
+2,949
New +$215K 0.11% 175

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Optivise Advisory Services's MKC Position: Q3 2025 in Review

Optivise Advisory Services sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 3,303 shares — an estimated $250K sold.

Optivise Advisory Services first reported a position in MKC in Q2 2024 and held it in 3 quarters. The position peaked at $256K in Q1 2025. 968 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

  • Optivise Advisory Services reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 3,303 McCormick & Company Non-Voting shares in Q3 2025, an estimated $250K.
  • Optivise Advisory Services first reported a position in McCormick & Company Non-Voting in Q2 2024 and held it in 3 quarters.
  • Optivise Advisory Services's McCormick & Company Non-Voting position peaked at $256K in Q1 2025.
  • 968 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.