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Robertson Stephens Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Robertson Stephens Wealth Management’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 		$1.32M Sell
26,211
-9
-0% -$442 0.03% 271
2026
Q1 		$1.32M Buy
26,220
+2,113
+9% +$135K 0.04% 261
2025
Q4 		$1.65M Sell
24,107
-365
-1% -$24.2K 0.04% 238
2025
Q3 		$1.64M Sell
24,472
-174
-0.7% -$12.2K 0.05% 201
2025
Q2 		$1.87M Sell
24,646
-36
-0.1% -$2.7K 0.06% 197
2025
Q1 		$2.03M Sell
24,682
-112
-0.5% -$8.78K 0.07% 188
2024
Q4 		$1.9M Sell
24,794
-276
-1% -$21.7K 0.07% 203
2024
Q3 		$2.06M Buy
25,070
+225
+0.9% +$17.5K 0.07% 193
2024
Q2 		$1.76M Sell
24,845
-198
-0.8% -$14.4K 0.09% 163
2024
Q1 		$1.92M Sell
25,043
-76
-0.3% -$5.17K 0.1% 159
2023
Q4 		$1.73M Sell
25,119
-478
-2% -$31.3K 0.11% 156
2023
Q3 		$1.94M Hold
25,597
– – 0.13% 143
2023
Q2 		$2.23M Sell
25,597
-96
-0.4% -$8.48K 0.16% 120
2023
Q1 		$2.14M Buy
25,693
+75
+0.3% +$5.72K 0.16% 116
2022
Q4 		$2.13M Sell
25,618
-300
-1% -$24.2K 0.21% 101
2022
Q3 		$1.85M Buy
25,918
+66
+0.3% +$5.53K 0.19% 97
2022
Q2 		$2.15M Hold
25,852
– – 0.2% 98
2022
Q1 		$2.58M Sell
25,852
-52
-0.2% -$5.08K 0.22% 90
2021
Q4 		$2.51M Buy
25,904
+12
+0% +$1.02K 0.21% 96
2021
Q3 		$2.1M Sell
25,892
-9,875
-28% -$848K 0.24% 69
2021
Q2 		$3.16M Hold
35,767
– – 0.38% 50
2021
Q1 		$3.19M Buy
35,767
+221
+0.6% +$19.7K 0.51% 41
2020
Q4 		$3.41M Sell
35,546
-430
-1% -$40.6K 0.71% 29
2020
Q3 		$3.49M Hold
35,976
– – 0.86% 26
2020
Q2 		$3.23M Hold
35,976
– – 0.93% 27
2020
Q1 		$2.54M Buy
+35,976
New +$2.79M 0.87% 31
2019
Q3 		– Sell
-27,556
Closed -$2.14M – 124
2019
Q2 		$2.14M Buy
+27,556
New +$2.12M 2.08% 16

Other funds holding MKC

ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Robertson Stephens Wealth Management's MKC Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its McCormick & Company Non-Voting (MKC) stake by 0.03% in Q2 2026, selling an estimated $442 and leaving 26,211 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #271.

Robertson Stephens Wealth Management first reported a position in MKC in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.49M in Q3 2020. 360 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Robertson Stephens Wealth Management held 26,211 shares of McCormick & Company Non-Voting worth $1.32M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 9 McCormick & Company Non-Voting shares in Q2 2026, an estimated $442.
  • McCormick & Company Non-Voting made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Robertson Stephens Wealth Management first reported a position in McCormick & Company Non-Voting in Q2 2019 and has held it in 27 quarters since.
  • Robertson Stephens Wealth Management's McCormick & Company Non-Voting position peaked at $3.49M in Q3 2020.
  • 360 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.