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

Sound Income Strategies’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 		– Sell
-4
Closed -$195 – 1632
2026
Q1 		$195 Sell
4
-19
-83% -$1.21K ﹤0.01% 2472
2025
Q4 		$1.54K Hold
23
– – ﹤0.01% 2200
2025
Q3 		$1.52K Hold
23
– – ﹤0.01% 1388
2025
Q2 		$1.74K Sell
23
-859
-97% -$64.4K ﹤0.01% 1281
2025
Q1 		$72.6K Buy
882
+817
+1,257% +$64K ﹤0.01% 443
2024
Q4 		$4.96K Buy
65
+51
+364% +$4.01K ﹤0.01% 983
2024
Q3 		$1.15K Sell
14
-100
-88% -$7.79K ﹤0.01% 1232
2024
Q2 		$8.09K Hold
114
– – ﹤0.01% 818
2024
Q1 		$8.76K Hold
114
– – ﹤0.01% 792
2023
Q4 		$7.8K Buy
114
+16
+16% +$1.05K ﹤0.01% 796
2023
Q3 		$7.41K Hold
98
– – ﹤0.01% 659
2023
Q2 		$8.55K Sell
98
-300
-75% -$26.5K ﹤0.01% 606
2023
Q1 		$33.1K Buy
398
+23
+6% +$1.75K ﹤0.01% 339
2022
Q4 		$31.1K Buy
375
+75
+25% +$6.05K ﹤0.01% 320
2022
Q3 		$21K Sell
300
-68
-18% -$5.7K ﹤0.01% 354
2022
Q2 		$31K Hold
368
– – ﹤0.01% 286
2022
Q1 		$37K Hold
368
– – ﹤0.01% 266
2021
Q4 		$36K Hold
368
– – ﹤0.01% 274
2021
Q3 		$30K Hold
368
– – ﹤0.01% 286
2021
Q2 		$33K Hold
368
– – ﹤0.01% 282
2021
Q1 		$32.8K Hold
368
– – 0.01% 277
2020
Q4 		$35K Hold
368
– – 0.01% 244
2020
Q3 		$36K Buy
368
+68
+23% +$6.66K 0.01% 211
2020
Q2 		$27K Buy
+300
New +$24.7K 0.01% 230

Other funds holding MKC

ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Sound Income Strategies's MKC Position: Q2 2026 in Review

Sound Income Strategies sold out of McCormick & Company Non-Voting (MKC) in Q2 2026, closing a stake of 4 shares — an estimated $195 sold.

Sound Income Strategies first reported a position in MKC in Q2 2020 and held it in 24 quarters. The position peaked at $72.6K in Q1 2025. 375 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Sound Income Strategies reported no remaining McCormick & Company Non-Voting position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 4 McCormick & Company Non-Voting shares in Q2 2026, an estimated $195.
  • Sound Income Strategies first reported a position in McCormick & Company Non-Voting in Q2 2020 and held it in 24 quarters.
  • Sound Income Strategies's McCormick & Company Non-Voting position peaked at $72.6K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.