SS&H Financial Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

SS&H Financial Advisors’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 Q3	–	Sell	-2,670	Closed	-$202K	–	129
2025 Q2	$202K	Hold	2,670	–	–	0.07%	122
2025 Q1	$220K	Hold	2,670	–	–	0.08%	117
2024 Q4	$204K	Hold	2,670	–	–	0.07%	121
2024 Q3	$220K	Buy	+2,670	New	+$208K	0.08%	123
2024 Q2	–	Sell	-2,670	Closed	-$205K	–	121
2024 Q1	$205K	Buy	+2,670	New	+$181K	0.09%	114
2023 Q4	–	Sell	-2,670	Closed	-$202K	–	118
2023 Q3	$202K	Buy	+2,670	New	+$223K	0.09%	117
2023 Q1	$347K	Hold	4,170	–	–	0.16%	107
2022 Q4	$346K	Sell	4,170 -3,100	-43%	-$250K	0.16%	100
2022 Q3	$518K	Sell	7,270 -1,000	-12%	-$83.9K	0.27%	76
2022 Q2	$688K	Sell	8,270 -200	-2%	-$18.9K	0.32%	71
2022 Q1	$845K	Buy	+8,470	New	+$828K	0.33%	73

Other funds holding MKC

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SS&H Financial Advisors's MKC Position: Q3 2025 in Review

SS&H Financial Advisors sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 2,670 shares — an estimated $202K sold.

SS&H Financial Advisors first reported a position in MKC in Q1 2022 and held it in 11 quarters. The position peaked at $845K in Q1 2022. 968 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

SS&H Financial Advisors reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
SS&H Financial Advisors sold 2,670 McCormick & Company Non-Voting shares in Q3 2025, an estimated $202K.
SS&H Financial Advisors first reported a position in McCormick & Company Non-Voting in Q1 2022 and held it in 11 quarters.
SS&H Financial Advisors's McCormick & Company Non-Voting position peaked at $845K in Q1 2022.
968 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on SS&H Financial Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.