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

Partnership 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 Q2	$403K	Hold	8,000	–	–	0.27%	50
2026 Q1	$404K	Hold	8,000	–	–	0.31%	46
2025 Q4	$545K	Hold	8,000	–	–	0.39%	42
2025 Q3	$535K	Hold	8,000	–	–	0.41%	44
2025 Q2	$607K	Hold	8,000	–	–	0.49%	41
2025 Q1	$658K	Hold	8,000	–	–	0.56%	38
2024 Q4	$610K	Hold	8,000	–	–	0.51%	39
2024 Q3	$658K	Hold	8,000	–	–	0.46%	38
2024 Q2	$568K	Hold	8,000	–	–	0.42%	50
2024 Q1	$614K	Hold	8,000	–	–	0.43%	56
2023 Q4	$545K	Buy	+8,000	New	+$523K	0.41%	54

Other funds holding MKC

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return