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Stokes Family Office’s McCormick & Company Non-Voting MKC Stock Holding History

Stokes Family Office’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
-2,796
Closed -$212K – 267
2025
Q2 		$212K Sell
2,796
-199
-7% -$14.9K 0.02% 222
2025
Q1 		$247K Buy
2,995
+203
+7% +$15.9K 0.03% 207
2024
Q4 		$213K Buy
+2,792
New +$219K 0.02% 229

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Stokes Family Office's MKC Position: Q3 2025 in Review

Stokes Family Office sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 2,796 shares — an estimated $212K sold.

Stokes Family Office first reported a position in MKC in Q4 2024 and held it in 3 quarters. The position peaked at $247K in Q1 2025. 968 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

  • Stokes Family Office reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
  • Stokes Family Office sold 2,796 McCormick & Company Non-Voting shares in Q3 2025, an estimated $212K.
  • Stokes Family Office first reported a position in McCormick & Company Non-Voting in Q4 2024 and held it in 3 quarters.
  • Stokes Family Office's McCormick & Company Non-Voting position peaked at $247K in Q1 2025.
  • 968 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on Stokes Family Office's 13F filing for Q3 2025, filed 14 Nov 2025.