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Sound Financial Strategies Group’s McCormick & Company Non-Voting MKC Stock Holding History

Sound Financial Strategies Group’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
-9,294
Closed -$622K – 118
2025
Q3 		$622K Sell
9,294
-65
-0.7% -$4.55K 0.45% 80
2025
Q2 		$710K Buy
9,359
+345
+4% +$25.8K 0.6% 66
2025
Q1 		$742K Sell
9,014
-2,171
-19% -$170K 0.66% 53
2024
Q4 		$853K Buy
11,185
+4,052
+57% +$318K 0.71% 35
2024
Q3 		$587K Buy
7,133
+350
+5% +$27.3K 0.47% 68
2024
Q2 		$481K Buy
6,783
+2,793
+70% +$203K 0.42% 67
2024
Q1 		$306K Buy
3,990
+144
+4% +$9.79K 0.25% 54
2023
Q4 		$263K Sell
3,846
-1,946
-34% -$127K 0.22% 59
2023
Q3 		$438K Sell
5,792
-495
-8% -$41.4K 0.36% 56
2023
Q2 		$548K Sell
6,287
-1,535
-20% -$136K 0.4% 53
2023
Q1 		$651K Buy
+7,822
New +$596K 0.43% 41
2022
Q2 		– Sell
-8,297
Closed -$828K – 62
2022
Q1 		$828K Buy
+8,297
New +$811K 0.46% 46
2021
Q1 		– Sell
-7,082
Closed -$677K – 96
2020
Q4 		$677K Sell
7,082
-3,448
-33% -$325K 0.37% 25
2020
Q3 		$1.02M Sell
10,530
-172
-2% -$16.8K 0.65% 15
2020
Q2 		$960K Sell
10,702
-46
-0.4% -$3.79K 0.62% 14
2020
Q1 		$759K Sell
10,748
-21,962
-67% -$1.7M 0.52% 15
2019
Q4 		$2.78M Buy
+32,710
New +$2.71M 1.76% 6

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

Sound Financial Strategies Group's MKC Position: Q4 2025 in Review

Sound Financial Strategies Group sold out of McCormick & Company Non-Voting (MKC) in Q4 2025, closing a stake of 9,294 shares — an estimated $622K sold.

Sound Financial Strategies Group first reported a position in MKC in Q4 2019 and held it in 17 quarters. The position peaked at $2.78M in Q4 2019. 986 funds tracked by Wall St. Rank hold MKC as of Q4 2025.

  • Sound Financial Strategies Group reported no remaining McCormick & Company Non-Voting position as of Q4 2025 after selling out during the quarter.
  • Sound Financial Strategies Group sold 9,294 McCormick & Company Non-Voting shares in Q4 2025, an estimated $622K.
  • Sound Financial Strategies Group first reported a position in McCormick & Company Non-Voting in Q4 2019 and held it in 17 quarters.
  • Sound Financial Strategies Group's McCormick & Company Non-Voting position peaked at $2.78M in Q4 2019.
  • 986 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2025.

Based on Sound Financial Strategies Group's 13F filing for Q4 2025, filed 3 Feb 2026.