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SFG Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

SFG Wealth Management’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
2025
Q4 		– Sell
-10,076
Closed -$674K – 139
2025
Q3 		$674K Sell
10,076
-199
-2% -$13.9K 0.29% 62
2025
Q2 		$779K Sell
10,275
-200
-2% -$15K 0.47% 36
2025
Q1 		$862K Buy
10,475
+1
+0% +$78 0.42% 46
2024
Q4 		$799K Sell
10,474
-115
-1% -$9.03K 0.42% 39
2024
Q3 		$871K Sell
10,589
-267
-2% -$20.8K 0.46% 37
2024
Q2 		$770K Sell
10,856
-450
-4% -$32.8K 0.44% 36
2024
Q1 		$868K Sell
11,306
-150
-1% -$10.2K 0.52% 30
2023
Q4 		$784K Sell
11,456
-1,708
-13% -$112K 0.52% 35
2023
Q3 		$996K Sell
13,164
-340
-3% -$28.4K 0.79% 24
2023
Q2 		$1.18M Sell
13,504
-375
-3% -$33.1K 0.99% 21
2023
Q1 		$1.15M Sell
13,879
-369
-3% -$28.1K 1.28% 12
2022
Q4 		$1.18M Sell
14,248
-400
-3% -$32.2K 1.46% 13
2022
Q3 		$1.04M Sell
14,648
-200
-1% -$16.8K 1.41% 22
2022
Q2 		$1.24M Sell
14,848
-440
-3% -$41.7K 1.44% 22
2022
Q1 		$1.53M Hold
15,288
– – 1.43% 23
2021
Q4 		$1.48M Buy
+15,288
New +$1.3M 1.31% 29

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFG Wealth Management's MKC Position: Q4 2025 in Review

SFG Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q4 2025, closing a stake of 10,076 shares — an estimated $674K sold.

SFG Wealth Management first reported a position in MKC in Q4 2021 and held it in 16 quarters. The position peaked at $1.53M in Q1 2022. 986 funds tracked by Wall St. Rank hold MKC as of Q4 2025.

  • SFG Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q4 2025 after selling out during the quarter.
  • SFG Wealth Management sold 10,076 McCormick & Company Non-Voting shares in Q4 2025, an estimated $674K.
  • SFG Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2021 and held it in 16 quarters.
  • SFG Wealth Management's McCormick & Company Non-Voting position peaked at $1.53M in Q1 2022.
  • 986 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2025.

Based on SFG Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.