Pinnacle Wealth Planning Services
MKC icon

Pinnacle Wealth Planning Services’s McCormick & Company Non-Voting MKC Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$8.68K Sell
187
-65
-26% -$3.38K ﹤0.01% 2138
2026
Q2 		$12.7K Buy
252
+112
+80% +$5.5K ﹤0.01% 1977
2026
Q1 		$7.06K Sell
140
-32
-19% -$2.04K ﹤0.01% 2140
2025
Q4 		$11.7K Buy
+172
New +$11.4K ﹤0.01% 1954
2021
Q1 		– Sell
-1,053
Closed -$101K – 1301
2020
Q4 		$101K Buy
+1,053
New +$99.4K 0.02% 465

Other funds holding MKC

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
RC
Reik & Co New York $356M AUM 8.73% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return

Pinnacle Wealth Planning Services's MKC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its McCormick & Company Non-Voting (MKC) stake by 26% in Q3 2026, selling an estimated $3.38K and leaving 187 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Pinnacle Wealth Planning Services first reported a position in MKC in Q4 2020 and has held it in 5 quarters since. The position peaked at $101K in Q4 2020. 274 funds tracked by Wall St. Rank hold MKC as of Q3 2026.

  • Pinnacle Wealth Planning Services held 187 shares of McCormick & Company Non-Voting worth $8.68K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 65 McCormick & Company Non-Voting shares in Q3 2026, an estimated $3.38K.
  • McCormick & Company Non-Voting made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2138 holding.
  • Pinnacle Wealth Planning Services first reported a position in McCormick & Company Non-Voting in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's McCormick & Company Non-Voting position peaked at $101K in Q4 2020.
  • 274 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.