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

Sequoia 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 		$541K Buy
10,729
+4,705
+78% +$231K ﹤0.01% 1296
2026
Q1 		$304K Sell
6,024
-1,990
-25% -$127K ﹤0.01% 1567
2025
Q4 		$546K Buy
8,014
+3,287
+70% +$218K ﹤0.01% 1234
2025
Q3 		$316K Sell
4,727
-346
-7% -$24.2K ﹤0.01% 1369
2025
Q2 		$385K Buy
5,073
+61
+1% +$4.57K ﹤0.01% 1134
2025
Q1 		$413K Sell
5,012
-583
-10% -$45.7K ﹤0.01% 933
2024
Q4 		$427K Buy
5,595
+169
+3% +$13.3K ﹤0.01% 867
2024
Q3 		$447K Buy
5,426
+293
+6% +$22.8K ﹤0.01% 796
2024
Q2 		$364K Buy
5,133
+315
+7% +$22.9K ﹤0.01% 813
2024
Q1 		$370K Sell
4,818
-1,452
-23% -$98.7K ﹤0.01% 788
2023
Q4 		$429K Buy
6,270
+2,708
+76% +$177K 0.01% 786
2023
Q3 		$269K Buy
3,562
+6
+0.2% +$501 ﹤0.01% 732
2023
Q2 		$310K Sell
3,556
-201
-5% -$17.8K 0.01% 682
2023
Q1 		$313K Buy
3,757
+240
+7% +$18.3K 0.01% 611
2022
Q4 		$292K Buy
3,517
+497
+16% +$40.1K 0.01% 595
2022
Q3 		$215K Sell
3,020
-812
-21% -$68.1K 0.01% 475
2022
Q2 		$319K Buy
3,832
+696
+22% +$65.9K 0.01% 421
2022
Q1 		$313K Buy
+3,136
New +$307K 0.01% 490
2020
Q2 		– Sell
-2,950
Closed -$208K – 389
2020
Q1 		$208K Buy
2,950
+76
+3% +$5.9K 0.02% 327
2019
Q4 		$244K Buy
2,874
+18
+0.6% +$1.49K 0.02% 329
2019
Q3 		$223K Buy
2,856
+234
+9% +$18.8K 0.02% 323
2019
Q2 		$203K Sell
2,622
-350
-12% -$27K 0.02% 351
2019
Q1 		$224K Buy
+2,972
New +$200K 0.02% 326

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Sequoia Financial Advisors's MKC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its McCormick & Company Non-Voting (MKC) stake by 78% in Q2 2026, buying an estimated $231K and bringing the position to 10,729 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Sequoia Financial Advisors first reported a position in MKC in Q1 2019 and has held it in 23 quarters since. The position peaked at $546K in Q4 2025. 950 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Sequoia Financial Advisors held 10,729 shares of McCormick & Company Non-Voting worth $541K as of Q2 2026.
  • Sequoia Financial Advisors bought 4,705 McCormick & Company Non-Voting shares in Q2 2026, an estimated $231K.
  • McCormick & Company Non-Voting made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1296 holding.
  • Sequoia Financial Advisors first reported a position in McCormick & Company Non-Voting in Q1 2019 and has held it in 23 quarters since.
  • Sequoia Financial Advisors's McCormick & Company Non-Voting position peaked at $546K in Q4 2025.
  • 950 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.