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

SHP 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
2026
Q2 		$4.17K Buy
83
+18
+28% +$883 ﹤0.01% 1199
2026
Q1 		$3.26K Sell
65
-10
-13% -$637 ﹤0.01% 1165
2025
Q4 		$5.08K Buy
+75
New +$4.98K ﹤0.01% 981

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 $3.38T AUM 44.17% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SHP Wealth Management's MKC Position: Q2 2026 in Review

SHP Wealth Management increased its McCormick & Company Non-Voting (MKC) stake by 28% in Q2 2026, buying an estimated $883 and bringing the position to 83 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

SHP Wealth Management first reported a position in MKC in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.08K in Q4 2025. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • SHP Wealth Management held 83 shares of McCormick & Company Non-Voting worth $4.17K as of Q2 2026.
  • SHP Wealth Management bought 18 McCormick & Company Non-Voting shares in Q2 2026, an estimated $883.
  • McCormick & Company Non-Voting made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1199 holding.
  • SHP Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's McCormick & Company Non-Voting position peaked at $5.08K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.