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

Physician Wealth 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 		$8.72K Buy
173
+82
+90% +$4.02K ﹤0.01% 909
2026
Q1 		$4.59K Buy
91
+8
+10% +$510 ﹤0.01% 1033
2025
Q4 		$5.65K Buy
83
+5
+6% +$332 ﹤0.01% 941
2025
Q3 		$5.22K Buy
78
+8
+11% +$560 ﹤0.01% 915
2025
Q2 		$5.31K Sell
70
-8
-10% -$599 ﹤0.01% 781
2025
Q1 		$6.42K Hold
78
– – ﹤0.01% 692
2024
Q4 		$5.95K Buy
+78
New +$6.13K ﹤0.01% 704

Other funds holding MKC

ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Physician Wealth Advisors's MKC Position: Q2 2026 in Review

Physician Wealth Advisors increased its McCormick & Company Non-Voting (MKC) stake by 90% in Q2 2026, buying an estimated $4.02K and bringing the position to 173 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Physician Wealth Advisors first reported a position in MKC in Q4 2024 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Physician Wealth Advisors held 173 shares of McCormick & Company Non-Voting worth $8.72K as of Q2 2026.
  • Physician Wealth Advisors bought 82 McCormick & Company Non-Voting shares in Q2 2026, an estimated $4.02K.
  • McCormick & Company Non-Voting made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #909 holding.
  • Physician Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q4 2024 and has held it in 7 quarters since.
  • 397 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.