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Savvy Advisors Inc’s McCormick & Company Non-Voting MKC Stock Holding History

Savvy Advisors Inc’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
-12,126
Closed -$612K – 1310
2026
Q1 		$612K Buy
12,126
+1,450
+14% +$92.4K 0.02% 596
2025
Q4 		$727K Buy
10,676
+978
+10% +$65K 0.02% 448
2025
Q3 		$649K Buy
9,698
+1,065
+12% +$74.6K 0.03% 372
2025
Q2 		$655K Buy
8,633
+1,570
+22% +$118K 0.04% 297
2025
Q1 		$581K Buy
7,063
+948
+16% +$74.3K 0.06% 264
2024
Q4 		$466K Buy
+6,115
New +$480K 0.06% 255

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

Savvy Advisors Inc's MKC Position: Q2 2026 in Review

Savvy Advisors Inc sold out of McCormick & Company Non-Voting (MKC) in Q2 2026, closing a stake of 12,126 shares — an estimated $612K sold.

Savvy Advisors Inc first reported a position in MKC in Q4 2024 and held it in 6 quarters. The position peaked at $727K in Q4 2025. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Savvy Advisors Inc reported no remaining McCormick & Company Non-Voting position as of Q2 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 12,126 McCormick & Company Non-Voting shares in Q2 2026, an estimated $612K.
  • Savvy Advisors Inc first reported a position in McCormick & Company Non-Voting in Q4 2024 and held it in 6 quarters.
  • Savvy Advisors Inc's McCormick & Company Non-Voting position peaked at $727K in Q4 2025.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.