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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
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
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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 $113B AUM 38.87% 1-Year Est. Return

SHP Wealth Management's MKC Position: Q1 2026 in Review

SHP Wealth Management reduced its McCormick & Company Non-Voting (MKC) stake by 13% in Q1 2026, selling an estimated $637 and leaving 65 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

SHP Wealth Management first reported a position in MKC in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.08K in Q4 2025. 956 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • SHP Wealth Management held 65 shares of McCormick & Company Non-Voting worth $3.26K as of Q1 2026.
  • SHP Wealth Management sold 10 McCormick & Company Non-Voting shares in Q1 2026, an estimated $637.
  • McCormick & Company Non-Voting made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1165 holding.
  • SHP Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's McCormick & Company Non-Voting position peaked at $5.08K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.