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Security Financial Services’s McCormick & Company Non-Voting MKC Stock Holding History

Security Financial Services’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
Q1 		– Sell
-4,660
Closed -$317K – 220
2025
Q4 		$317K Sell
4,660
-376
-7% -$25K 0.05% 175
2025
Q3 		$337K Buy
5,036
+195
+4% +$13.7K 0.05% 166
2025
Q2 		$367K Buy
4,841
+1,123
+30% +$84.1K 0.06% 144
2025
Q1 		$306K Buy
3,718
+319
+9% +$25K 0.06% 146
2024
Q4 		$259K Buy
3,399
+564
+20% +$44.3K 0.05% 151
2024
Q3 		$233K Sell
2,835
-14
-0.5% -$1.09K 0.05% 159
2024
Q2 		$202K Buy
2,849
+111
+4% +$8.08K 0.04% 161
2024
Q1 		$210K Buy
+2,738
New +$186K 0.05% 180

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DAM
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VCM
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State Street
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VPM
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Aristotle Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return