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Steward Partners Investment Advisory’s McCormick & Company Non-Voting MKC Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$1.48M Buy
29,290
+7,925
+37% +$505K 0.01% 980
2025
Q4 		$1.46M Sell
21,365
-1,056
-5% -$70.1K 0.01% 909
2025
Q3 		$1.5M Buy
22,421
+128
+0.6% +$8.96K 0.01% 885
2025
Q2 		$1.69M Sell
22,293
-501
-2% -$37.5K 0.01% 768
2025
Q1 		$1.88M Sell
22,794
-450
-2% -$35.3K 0.02% 675
2024
Q4 		$1.77M Buy
23,244
+494
+2% +$38.8K 0.02% 677
2024
Q3 		$1.87M Buy
22,750
+351
+2% +$27.4K 0.02% 650
2024
Q2 		$1.59M Buy
22,399
+377
+2% +$27.4K 0.02% 657
2024
Q1 		$1.69M Sell
22,022
-858
-4% -$58.3K 0.02% 625
2023
Q4 		$1.57M Sell
22,880
-35,581
-61% -$2.33M 0.02% 575
2023
Q3 		$4.42M Buy
58,461
+1,186
+2% +$99.1K 0.07% 281
2023
Q2 		$5M Buy
57,275
+1,737
+3% +$154K 0.07% 263
2023
Q1 		$4.62M Buy
55,538
+35,042
+171% +$2.67M 0.07% 270
2022
Q4 		$1.7M Buy
20,496
+243
+1% +$19.6K 0.03% 504
2022
Q3 		$1.44M Buy
20,253
+1,106
+6% +$92.7K 0.03% 525
2022
Q2 		$1.59M Buy
19,147
+492
+3% +$46.6K 0.03% 501
2022
Q1 		$1.86M Buy
18,655
+1,067
+6% +$104K 0.03% 497
2021
Q4 		$1.7M Buy
17,588
+752
+4% +$64K 0.03% 536
2021
Q3 		$1.36M Buy
16,836
+410
+2% +$35.2K 0.02% 560
2021
Q2 		$1.45M Sell
16,426
-5,113
-24% -$456K 0.02% 546
2021
Q1 		$1.92M Buy
21,539
+5,717
+36% +$509K 0.03% 448
2020
Q4 		$1.51M Sell
15,822
-118
-0.7% -$11.1K 0.03% 437
2020
Q3 		$1.55M Sell
15,940
-136
-0.8% -$13.3K 0.04% 371
2020
Q2 		$1.44M Buy
16,076
+26
+0.2% +$2.14K 0.04% 370
2020
Q1 		$1.13M Buy
16,050
+1,722
+12% +$134K 0.04% 362
2019
Q4 		$1.22M Buy
14,328
+998
+7% +$82.6K 0.04% 403
2019
Q3 		$1.04M Sell
13,330
-426
-3% -$34.2K 0.04% 399
2019
Q2 		$1.07M Buy
13,756
+20
+0.1% +$1.54K 0.04% 378
2019
Q1 		$1.03M Buy
13,736
+924
+7% +$62.3K 0.04% 349
2018
Q4 		$892K Buy
12,812
+1,320
+11% +$94.7K 0.04% 353
2018
Q3 		$757K Buy
11,492
+830
+8% +$51.2K 0.04% 410
2018
Q2 		$619K Buy
10,662
+428
+4% +$22.5K 0.04% 416
2018
Q1 		$544K Buy
10,234
+718
+8% +$37.8K 0.04% 404
2017
Q4 		$484K Buy
9,516
+684
+8% +$34.1K 0.04% 364
2017
Q3 		$453K Buy
8,832
+1,498
+20% +$72.2K 0.05% 312
2017
Q2 		$357K Buy
7,334
+7,034
+2,345% +$356K 0.04% 323
2017
Q1 		$14K Hold
300
– – ﹤0.01% 855
2016
Q4 		$13K Buy
+300
New +$14K 0.01% 518

Other funds holding MKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Steward Partners Investment Advisory's MKC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its McCormick & Company Non-Voting (MKC) stake by 37% in Q1 2026, buying an estimated $505K and bringing the position to 29,290 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #980.

Steward Partners Investment Advisory first reported a position in MKC in Q4 2016 and has held it in 38 quarters since. The position peaked at $5M in Q2 2023. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Steward Partners Investment Advisory held 29,290 shares of McCormick & Company Non-Voting worth $1.48M as of Q1 2026.
  • Steward Partners Investment Advisory bought 7,925 McCormick & Company Non-Voting shares in Q1 2026, an estimated $505K.
  • McCormick & Company Non-Voting made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #980 holding.
  • Steward Partners Investment Advisory first reported a position in McCormick & Company Non-Voting in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's McCormick & Company Non-Voting position peaked at $5M in Q2 2023.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.