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

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

Partnership Wealth Management's MKC Position: Q2 2026 in Review

Partnership Wealth Management held its McCormick & Company Non-Voting (MKC) position steady in Q2 2026 at 8,000 shares worth $403K. The position accounts for 0.27% of the portfolio, ranked #50.

Partnership Wealth Management first reported a position in MKC in Q4 2023 and has held it in 11 quarters since. The position peaked at $658K in Q1 2025. 953 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Partnership Wealth Management held 8,000 shares of McCormick & Company Non-Voting worth $403K as of Q2 2026.
Partnership Wealth Management left its McCormick & Company Non-Voting share count unchanged in Q2 2026.
McCormick & Company Non-Voting made up 0.27% of Partnership Wealth Management's portfolio in Q2 2026, its #50 holding.
Partnership Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2023 and has held it in 11 quarters since.
Partnership Wealth Management's McCormick & Company Non-Voting position peaked at $658K in Q1 2025.
953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.