Sound View Wealth Advisors Group’s McCormick & Company Non-Voting MKC Stock Holding History

Sound View Wealth Advisors 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 Q2	–	Sell	-2,635	Closed	-$217K	–	427
2025 Q1	$217K	Sell	2,635 -208	-7%	-$16.3K	0.02%	379
2024 Q4	$217K	Sell	2,843 -1,457	-34%	-$114K	0.02%	388
2024 Q3	$354K	Buy	+4,300	New	+$335K	0.03%	308
2024 Q1	–	Sell	-3,461	Closed	-$237K	–	387
2023 Q4	$237K	Buy	3,461 +534	+18%	+$34.9K	0.03%	346
2023 Q3	$221K	Buy	+2,927	New	+$245K	0.03%	338
2023 Q1	–	Sell	-3,461	Closed	-$237K	–	397
2022 Q4	$237K	Buy	+3,461	New	+$279K	0.03%	346

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Sound View Wealth Advisors Group's MKC Position: Q2 2025 in Review

Sound View Wealth Advisors Group sold out of McCormick & Company Non-Voting (MKC) in Q2 2025, closing a stake of 2,635 shares — an estimated $217K sold.

Sound View Wealth Advisors Group first reported a position in MKC in Q4 2022 and held it in 6 quarters. The position peaked at $354K in Q3 2024. 1,029 funds tracked by Wall St. Rank hold MKC as of Q2 2025.

Sound View Wealth Advisors Group reported no remaining McCormick & Company Non-Voting position as of Q2 2025 after selling out during the quarter.
Sound View Wealth Advisors Group sold 2,635 McCormick & Company Non-Voting shares in Q2 2025, an estimated $217K.
Sound View Wealth Advisors Group first reported a position in McCormick & Company Non-Voting in Q4 2022 and held it in 6 quarters.
Sound View Wealth Advisors Group's McCormick & Company Non-Voting position peaked at $354K in Q3 2024.
1,029 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2025, filed 7 Aug 2025.