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PDS Planning’s McCormick & Company Non-Voting MKC Stock Holding History

PDS Planning’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
Q1 		– Sell
-3,415
Closed -$233K – 580
2025
Q4 		$233K Sell
3,415
-73
-2% -$4.85K 0.02% 459
2025
Q3 		$233K Sell
3,488
-504
-13% -$35.3K 0.02% 450
2025
Q2 		$303K Buy
+3,992
New +$299K 0.02% 348

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PDS Planning's MKC Position: Q1 2026 in Review

PDS Planning sold out of McCormick & Company Non-Voting (MKC) in Q1 2026, closing a stake of 3,415 shares — an estimated $233K sold.

PDS Planning first reported a position in MKC in Q2 2025 and held it in 3 quarters. The position peaked at $303K in Q2 2025. 959 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • PDS Planning reported no remaining McCormick & Company Non-Voting position as of Q1 2026 after selling out during the quarter.
  • PDS Planning sold 3,415 McCormick & Company Non-Voting shares in Q1 2026, an estimated $233K.
  • PDS Planning first reported a position in McCormick & Company Non-Voting in Q2 2025 and held it in 3 quarters.
  • PDS Planning's McCormick & Company Non-Voting position peaked at $303K in Q2 2025.
  • 959 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.