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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
Q3 		$312K Sell
6,732
-1,005
-13% -$52.3K 0.04% 119
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

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return

SC&H Financial Advisors's MKC Position: Q3 2026 in Review

SC&H Financial Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 13% in Q3 2026, selling an estimated $52.3K and leaving 6,732 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #119.

SC&H Financial Advisors first reported a position in MKC in Q4 2021 and has held it in 20 quarters since. The position peaked at $888K in Q1 2022. 91 funds tracked by Wall St. Rank hold MKC as of Q3 2026.

  • SC&H Financial Advisors held 6,732 shares of McCormick & Company Non-Voting worth $312K as of Q3 2026.
  • SC&H Financial Advisors sold 1,005 McCormick & Company Non-Voting shares in Q3 2026, an estimated $52.3K.
  • McCormick & Company Non-Voting made up 0.04% of SC&H Financial Advisors's portfolio in Q3 2026, its #119 holding.
  • SC&H Financial Advisors first reported a position in McCormick & Company Non-Voting in Q4 2021 and has held it in 20 quarters since.
  • SC&H Financial Advisors's McCormick & Company Non-Voting position peaked at $888K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.