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

River 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 		$784K Buy
+15,555
New +$763K 0.08% 130
2025
Q3 		– Sell
-2,980
Closed -$226K – 207
2025
Q2 		$226K Sell
2,980
-200
-6% -$15K 0.03% 193
2025
Q1 		$262K Sell
3,180
-215
-6% -$16.8K 0.04% 183
2024
Q4 		$259K Sell
3,395
-90
-3% -$7.07K 0.03% 191
2024
Q3 		$287K Sell
3,485
-370
-10% -$28.8K 0.04% 186
2024
Q2 		$273K Sell
3,855
-375
-9% -$27.3K 0.04% 173
2024
Q1 		$325K Sell
4,230
-254
-6% -$17.3K 0.05% 170
2023
Q4 		$307K Sell
4,484
-304
-6% -$19.9K 0.05% 169
2023
Q3 		$362K Hold
4,788
– – 0.06% 156
2023
Q2 		$418K Sell
4,788
-9
-0.2% -$795 0.07% 157
2023
Q1 		$399K Sell
4,797
-311
-6% -$23.7K 0.07% 160
2022
Q4 		$423K Sell
5,108
-42
-0.8% -$3.39K 0.08% 159
2022
Q3 		$367K Sell
5,150
-590
-10% -$49.5K 0.08% 154
2022
Q2 		$478K Sell
5,740
-94
-2% -$8.91K 0.09% 150
2022
Q1 		$582K Buy
5,834
+780
+15% +$76.3K 0.09% 141
2021
Q4 		$488K Buy
5,054
+500
+11% +$42.6K 0.08% 155
2021
Q3 		$369K Sell
4,554
-58
-1% -$4.98K 0.06% 171
2021
Q2 		$407K Buy
4,612
+260
+6% +$23.2K 0.07% 164
2021
Q1 		$388K Buy
4,352
+1,064
+32% +$94.7K 0.07% 167
2020
Q4 		$314K Buy
3,288
+182
+6% +$17.2K 0.07% 172
2020
Q3 		$301K Buy
+3,106
New +$304K 0.08% 164
2019
Q1 		– Sell
-880
Closed -$61K – 358
2018
Q4 		$61K Sell
880
-340
-28% -$24.4K 0.03% 224
2018
Q3 		$80K Hold
1,220
– – 0.03% 227
2018
Q2 		$71K Buy
+1,220
New +$64K 0.03% 235

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

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

River Wealth Advisors opened a new position in McCormick & Company Non-Voting (MKC) in Q2 2026: 15,555 shares worth $784K. The stake represents 0.08% of the portfolio and ranks #130 among its holdings. This is a return to the name: River Wealth Advisors previously reported a position in MKC as recently as Q2 2025.

River Wealth Advisors first reported a position in MKC in Q2 2018 and has held it in 24 quarters since. 953 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • River Wealth Advisors held 15,555 shares of McCormick & Company Non-Voting worth $784K as of Q2 2026.
  • McCormick & Company Non-Voting was a new River Wealth Advisors position in Q2 2026.
  • McCormick & Company Non-Voting made up 0.08% of River Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • River Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q2 2018 and has held it in 24 quarters since.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.