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

Perigon 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 		$272K Buy
5,387
+205
+4% +$10.1K ﹤0.01% 1185
2026
Q1 		$261K Buy
+5,182
New +$330K ﹤0.01% 1072
2025
Q3 		– Sell
-2,732
Closed -$207K – 1237
2025
Q2 		$207K Sell
2,732
-8
-0.3% -$599 ﹤0.01% 998
2025
Q1 		$226K Buy
+2,740
New +$215K 0.01% 920
2024
Q4 		– Sell
-2,434
Closed -$200K – 1077
2024
Q3 		$200K Buy
+2,434
New +$190K 0.01% 944
2023
Q3 		– Sell
-3,141
Closed -$274K – 802
2023
Q2 		$274K Buy
3,141
+604
+24% +$53.4K 0.01% 640
2023
Q1 		$211K Sell
2,537
-365
-13% -$27.8K 0.01% 656
2022
Q4 		$241K Buy
2,902
+5
+0.2% +$403 0.01% 599
2022
Q3 		$206K Sell
2,897
-15
-0.5% -$1.26K 0.02% 538
2022
Q2 		$242K Buy
2,912
+200
+7% +$18.9K 0.02% 487
2022
Q1 		$271K Buy
2,712
+84
+3% +$8.21K 0.02% 493
2021
Q4 		$254K Buy
+2,628
New +$224K 0.02% 491
2021
Q3 		– Sell
-2,454
Closed -$217K – 549
2021
Q2 		$217K Buy
2,454
+73
+3% +$6.51K 0.02% 480
2021
Q1 		$212K Sell
2,381
-79
-3% -$7.03K 0.02% 463
2020
Q4 		$235K Buy
2,460
+6
+0.2% +$566 0.03% 368
2020
Q3 		$238K Buy
2,454
+146
+6% +$14.3K 0.03% 335
2020
Q2 		$207K Buy
+2,308
New +$190K 0.03% 331
2017
Q4 		– Sell
-714
Closed -$37K – 648
2017
Q3 		$37K Hold
714
– – 0.01% 372
2017
Q2 		$35K Hold
714
– – 0.01% 407
2017
Q1 		$35K Hold
714
– – 0.01% 420
2016
Q4 		$35K Hold
714
– – 0.01% 395
2016
Q3 		$36K Hold
714
– – 0.01% 339
2016
Q2 		$38K Buy
+714
New +$34.8K 0.01% 300

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

Perigon Wealth Management increased its McCormick & Company Non-Voting (MKC) stake by 4% in Q2 2026, buying an estimated $10.1K and bringing the position to 5,387 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Perigon Wealth Management first reported a position in MKC in Q2 2016 and has held it in 23 quarters since. The position peaked at $274K in Q2 2023. 950 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Perigon Wealth Management held 5,387 shares of McCormick & Company Non-Voting worth $272K as of Q2 2026.
  • Perigon Wealth Management bought 205 McCormick & Company Non-Voting shares in Q2 2026, an estimated $10.1K.
  • McCormick & Company Non-Voting made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1185 holding.
  • Perigon Wealth Management first reported a position in McCormick & Company Non-Voting in Q2 2016 and has held it in 23 quarters since.
  • Perigon Wealth Management's McCormick & Company Non-Voting position peaked at $274K in Q2 2023.
  • 950 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.