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Sowell Financial Services’s McCormick & Company Non-Voting MKC Stock Holding History

Sowell Financial Services’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
-3,159
Closed -$260K – 1081
2025
Q1 		$260K Buy
+3,159
New +$248K 0.01% 828
2023
Q2 		– Sell
-3,735
Closed -$311K – 720
2023
Q1 		$311K Buy
+3,735
New +$285K 0.02% 543
2021
Q2 		– Sell
-686
Closed -$62K – 1863
2021
Q1 		$62K Sell
686
-48
-7% -$4.27K ﹤0.01% 1561
2020
Q4 		$70K Buy
734
+62
+9% +$5.85K ﹤0.01% 1284
2020
Q3 		$65K Buy
672
+32
+5% +$3.13K ﹤0.01% 1121
2020
Q2 		$57K Sell
640
-1,886
-75% -$155K ﹤0.01% 1135
2020
Q1 		$178K Buy
2,526
+188
+8% +$14.6K 0.01% 680
2019
Q4 		$198K Buy
2,338
+1,956
+512% +$162K 0.02% 717
2019
Q3 		$30K Buy
+382
New +$30.7K ﹤0.01% 1144

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's MKC Position: Q2 2025 in Review

Sowell Financial Services sold out of McCormick & Company Non-Voting (MKC) in Q2 2025, closing a stake of 3,159 shares — an estimated $260K sold.

Sowell Financial Services first reported a position in MKC in Q3 2019 and held it in 9 quarters. The position peaked at $311K in Q1 2023. 1,029 funds tracked by Wall St. Rank hold MKC as of Q2 2025.

  • Sowell Financial Services reported no remaining McCormick & Company Non-Voting position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 3,159 McCormick & Company Non-Voting shares in Q2 2025, an estimated $260K.
  • Sowell Financial Services first reported a position in McCormick & Company Non-Voting in Q3 2019 and held it in 9 quarters.
  • Sowell Financial Services's McCormick & Company Non-Voting position peaked at $311K in Q1 2023.
  • 1,029 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.