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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's MKC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its McCormick & Company Non-Voting (MKC) stake by 80% in Q2 2026, buying an estimated $5.5K and bringing the position to 252 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Pinnacle Wealth Planning Services first reported a position in MKC in Q4 2020 and has held it in 4 quarters since. The position peaked at $101K in Q4 2020. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Pinnacle Wealth Planning Services held 252 shares of McCormick & Company Non-Voting worth $12.7K as of Q2 2026.
Pinnacle Wealth Planning Services bought 112 McCormick & Company Non-Voting shares in Q2 2026, an estimated $5.5K.
McCormick & Company Non-Voting made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1977 holding.
Pinnacle Wealth Planning Services first reported a position in McCormick & Company Non-Voting in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's McCormick & Company Non-Voting position peaked at $101K in Q4 2020.
952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.