Sone Capital Management’s McCormick & Company Non-Voting MKC Stock Holding History

Sone Capital 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	$1.85M	Buy	+36,725	New	+$2.34M	0.16%	94
2025 Q4	–	Sell	-250,482	Closed	-$16.8M	–	117
2025 Q3	$16.8M	Buy	250,482 +160,612	+179%	+$11.2M	1.4%	28
2025 Q2	$6.81M	Sell	89,870 -4,562	-5%	-$342K	0.63%	64
2025 Q1	$7.77M	Sell	94,432 -4,285	-4%	-$336K	0.8%	52
2024 Q4	$7.53M	Buy	+98,717	New	+$7.76M	0.95%	40

Other funds holding MKC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sone Capital Management's MKC Position: Q1 2026 in Review

Sone Capital Management opened a new position in McCormick & Company Non-Voting (MKC) in Q1 2026: 36,725 shares worth $1.85M. The stake represents 0.16% of the portfolio and ranks #94 among its holdings. This is a return to the name: Sone Capital Management previously reported a position in MKC as recently as Q3 2025.

Sone Capital Management first reported a position in MKC in Q4 2024 and has held it in 5 quarters since. The position peaked at $16.8M in Q3 2025. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

Sone Capital Management held 36,725 shares of McCormick & Company Non-Voting worth $1.85M as of Q1 2026.
McCormick & Company Non-Voting was a new Sone Capital Management position in Q1 2026.
McCormick & Company Non-Voting made up 0.16% of Sone Capital Management's portfolio in Q1 2026, its #94 holding.
Sone Capital Management first reported a position in McCormick & Company Non-Voting in Q4 2024 and has held it in 5 quarters since.
Sone Capital Management's McCormick & Company Non-Voting position peaked at $16.8M in Q3 2025.
953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.