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Roehl & Yi Investment Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Roehl & Yi Investment 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 		$333K Sell
6,602
-6,443
-49% -$316K 0.11% 144
2026
Q1 		$658K Buy
13,045
+6,606
+103% +$421K 0.25% 83
2025
Q4 		$439K Buy
+6,439
New +$428K 0.17% 105

Other funds holding MKC

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Vanguard Capital Management
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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

Roehl & Yi Investment Advisors's MKC Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 49% in Q2 2026, selling an estimated $316K and leaving 6,602 shares worth $333K. The position accounts for 0.11% of the portfolio, ranked #144.

Roehl & Yi Investment Advisors first reported a position in MKC in Q4 2025 and has held it in 3 quarters since. The position peaked at $658K in Q1 2026. 950 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Roehl & Yi Investment Advisors held 6,602 shares of McCormick & Company Non-Voting worth $333K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 6,443 McCormick & Company Non-Voting shares in Q2 2026, an estimated $316K.
  • McCormick & Company Non-Voting made up 0.11% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #144 holding.
  • Roehl & Yi Investment Advisors first reported a position in McCormick & Company Non-Voting in Q4 2025 and has held it in 3 quarters since.
  • Roehl & Yi Investment Advisors's McCormick & Company Non-Voting position peaked at $658K in Q1 2026.
  • 950 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.