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

ORG Wealth Partners’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 		$9.02K Sell
179
-2,844
-94% -$140K ﹤0.01% 545
2026
Q1 		$152K Sell
3,023
-2
-0.1% -$127 0.03% 253
2025
Q4 		$206K Buy
3,025
+1,972
+187% +$131K 0.05% 198
2025
Q3 		$70.5K Buy
1,053
+290
+38% +$20.3K 0.02% 306
2025
Q2 		$58.9K Buy
763
+50
+7% +$3.75K 0.01% 316
2025
Q1 		$58.6K Buy
+713
New +$55.9K 0.02% 337

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 $3.37T AUM 44.26% 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

ORG Wealth Partners's MKC Position: Q2 2026 in Review

ORG Wealth Partners reduced its McCormick & Company Non-Voting (MKC) stake by 94% in Q2 2026, selling an estimated $140K and leaving 179 shares worth $9.02K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

ORG Wealth Partners first reported a position in MKC in Q1 2025 and has held it in 6 quarters since. The position peaked at $206K in Q4 2025. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • ORG Wealth Partners held 179 shares of McCormick & Company Non-Voting worth $9.02K as of Q2 2026.
  • ORG Wealth Partners sold 2,844 McCormick & Company Non-Voting shares in Q2 2026, an estimated $140K.
  • McCormick & Company Non-Voting made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #545 holding.
  • ORG Wealth Partners first reported a position in McCormick & Company Non-Voting in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's McCormick & Company Non-Voting position peaked at $206K in Q4 2025.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.