Principia Wealth Advisory’s McCormick & Company Non-Voting MKC Stock Holding History

Principia Wealth Advisory’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	$1.31K	Buy	26 +13	+100%	+$638	﹤0.01%	705
2026 Q1	$656	Hold	13	–	–	﹤0.01%	802
2025 Q4	$885	Buy	13 +6	+86%	+$399	﹤0.01%	707
2025 Q3	$468	Buy	7 +4	+133%	+$280	﹤0.01%	808
2025 Q2	$227	Sell	3 -2	-40%	-$150	﹤0.01%	882
2025 Q1	$380	Sell	5 -1	-17%	-$78	﹤0.01%	642
2024 Q4	$457	Buy	+6	New	+$471	﹤0.01%	571

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

Principia Wealth Advisory's MKC Position: Q2 2026 in Review

Principia Wealth Advisory increased its McCormick & Company Non-Voting (MKC) stake by 100% in Q2 2026, buying an estimated $638 and bringing the position to 26 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Principia Wealth Advisory first reported a position in MKC in Q4 2024 and has held it in 7 quarters since. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Principia Wealth Advisory held 26 shares of McCormick & Company Non-Voting worth $1.31K as of Q2 2026.
Principia Wealth Advisory bought 13 McCormick & Company Non-Voting shares in Q2 2026, an estimated $638.
McCormick & Company Non-Voting made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #705 holding.
Principia Wealth Advisory first reported a position in McCormick & Company Non-Voting in Q4 2024 and has held it in 7 quarters since.
952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.