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

Portus 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 		– Sell
-5
Closed -$252 – 338
2026
Q1 		$252 Buy
+5
New +$318 ﹤0.01% 536

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Vanguard Portfolio Management
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Portus Wealth Advisors sold out of McCormick & Company Non-Voting (MKC) in Q2 2026, closing a stake of 5 shares — an estimated $252 sold.

Portus Wealth Advisors first reported a position in MKC in Q1 2026 and held it in 1 quarter. The position peaked at $252 in Q1 2026. 950 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Portus Wealth Advisors reported no remaining McCormick & Company Non-Voting position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 5 McCormick & Company Non-Voting shares in Q2 2026, an estimated $252.
  • Portus Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's McCormick & Company Non-Voting position peaked at $252 in Q1 2026.
  • 950 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.