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PFW Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

PFW Advisors’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 		– Sell
-10,601
Closed -$535K – 129
2026
Q1 		$535K Buy
10,601
+84
+0.8% +$5.35K 0.17% 80
2025
Q4 		$716K Sell
10,517
-53
-0.5% -$3.52K 0.22% 73
2025
Q3 		$707K Sell
10,570
-32
-0.3% -$2.24K 0.21% 78
2025
Q2 		$804K Sell
10,602
-398
-4% -$29.8K 0.25% 70
2025
Q1 		$905K Buy
11,000
+107
+1% +$8.38K 0.28% 68
2024
Q4 		$830K Buy
+10,893
New +$856K 0.26% 71
2024
Q2 		$767K Sell
10,817
-82
-0.8% -$5.97K 0.24% 75
2024
Q1 		$837K Buy
+10,899
New +$741K 0.26% 72
2019
Q3 		$886K Buy
+21,538
New +$1.73M 0.27% 71

Other funds holding MKC

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
RMA
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
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

PFW Advisors's MKC Position: Q2 2026 in Review

PFW Advisors sold out of McCormick & Company Non-Voting (MKC) in Q2 2026, closing a stake of 10,601 shares — an estimated $535K sold.

PFW Advisors first reported a position in MKC in Q3 2019 and held it in 9 quarters. The position peaked at $905K in Q1 2025. 158 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • PFW Advisors reported no remaining McCormick & Company Non-Voting position as of Q2 2026 after selling out during the quarter.
  • PFW Advisors sold 10,601 McCormick & Company Non-Voting shares in Q2 2026, an estimated $535K.
  • PFW Advisors first reported a position in McCormick & Company Non-Voting in Q3 2019 and held it in 9 quarters.
  • PFW Advisors's McCormick & Company Non-Voting position peaked at $905K in Q1 2025.
  • 158 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.