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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pinnacle Wealth Planning Services's MKC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its McCormick & Company Non-Voting (MKC) stake by 19% in Q1 2026, selling an estimated $2.04K and leaving 140 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Pinnacle Wealth Planning Services first reported a position in MKC in Q4 2020 and has held it in 3 quarters since. The position peaked at $101K in Q4 2020. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 140 shares of McCormick & Company Non-Voting worth $7.06K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 32 McCormick & Company Non-Voting shares in Q1 2026, an estimated $2.04K.
  • McCormick & Company Non-Voting made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2140 holding.
  • Pinnacle Wealth Planning Services first reported a position in McCormick & Company Non-Voting in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's McCormick & Company Non-Voting position peaked at $101K in Q4 2020.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.