SC&H Financial Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

SC&H Financial 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	$390K	Hold	7,737	–	–	0.05%	108
2026 Q1	$390K	Hold	7,737	–	–	0.06%	103
2025 Q4	$527K	Sell	7,737 -642	-8%	-$42.6K	0.08%	90
2025 Q3	$561K	Sell	8,379 -200	-2%	-$14K	0.09%	87
2025 Q2	$650K	Hold	8,579	–	–	0.11%	83
2025 Q1	$706K	Buy	8,579 +500	+6%	+$39.2K	0.14%	80
2024 Q4	$616K	Hold	8,079	–	–	0.13%	85
2024 Q3	$665K	Sell	8,079 -280	-3%	-$21.8K	0.15%	83
2024 Q2	$593K	Buy	8,359 +225	+3%	+$16.4K	0.15%	84
2024 Q1	$625K	Sell	8,134 -403	-5%	-$27.4K	0.16%	80
2023 Q4	$584K	Sell	8,537 -14	-0.2%	-$916	0.17%	81
2023 Q3	$647K	Sell	8,551 -240	-3%	-$20K	0.22%	72
2023 Q2	$767K	Sell	8,791 -149	-2%	-$13.2K	0.25%	71
2023 Q1	$744K	Buy	8,940 +57	+0.6%	+$4.35K	0.27%	70
2022 Q4	$736K	Buy	8,883 +15	+0.2%	+$1.21K	0.31%	67
2022 Q3	$632K	Sell	8,868 -28	-0.3%	-$2.35K	0.32%	67
2022 Q2	$741K	Hold	8,896	–	–	0.35%	59
2022 Q1	$888K	Buy	8,896 +1	+0%	+$98	0.42%	54
2021 Q4	$859K	Buy	+8,895	New	+$758K	0.47%	48

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

SC&H Financial Advisors's MKC Position: Q2 2026 in Review

SC&H Financial Advisors held its McCormick & Company Non-Voting (MKC) position steady in Q2 2026 at 7,737 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #108.

SC&H Financial Advisors first reported a position in MKC in Q4 2021 and has held it in 19 quarters since. The position peaked at $888K in Q1 2022. 950 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

SC&H Financial Advisors held 7,737 shares of McCormick & Company Non-Voting worth $390K as of Q2 2026.
SC&H Financial Advisors left its McCormick & Company Non-Voting share count unchanged in Q2 2026.
McCormick & Company Non-Voting made up 0.05% of SC&H Financial Advisors's portfolio in Q2 2026, its #108 holding.
SC&H Financial Advisors first reported a position in McCormick & Company Non-Voting in Q4 2021 and has held it in 19 quarters since.
SC&H Financial Advisors's McCormick & Company Non-Voting position peaked at $888K in Q1 2022.
950 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.