Strategic Wealth Partners’s McCormick & Company Non-Voting MKC Stock Holding History

Strategic Wealth Partners’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	$7.97K	Hold	158	–	–	﹤0.01%	946
2025 Q4	$10.8K	Hold	158	–	–	﹤0.01%	873
2025 Q3	$10.6K	Hold	158	–	–	﹤0.01%	880
2025 Q2	$12K	Buy	+158	New	+$11.8K	﹤0.01%	752
2021 Q3	–	Sell	-7,241	Closed	-$640K	–	235
2021 Q2	$640K	Buy	+7,241	New	+$646K	0.21%	121
2019 Q4	–	Sell	-150	Closed	-$12	–	356
2019 Q3	$12	Hold	150	–	–	﹤0.01%	489
2019 Q2	$11K	Hold	150	–	–	0.01%	478
2019 Q1	$11K	Buy	+150	New	+$10.1K	0.01%	480

Other funds holding MKC

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

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Strategic Wealth Partners's MKC Position: Q1 2026 in Review

Strategic Wealth Partners held its McCormick & Company Non-Voting (MKC) position steady in Q1 2026 at 158 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Strategic Wealth Partners first reported a position in MKC in Q1 2019 and has held it in 8 quarters since. The position peaked at $640K in Q2 2021. 955 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

Strategic Wealth Partners held 158 shares of McCormick & Company Non-Voting worth $7.97K as of Q1 2026.
Strategic Wealth Partners left its McCormick & Company Non-Voting share count unchanged in Q1 2026.
McCormick & Company Non-Voting made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #946 holding.
Strategic Wealth Partners first reported a position in McCormick & Company Non-Voting in Q1 2019 and has held it in 8 quarters since.
Strategic Wealth Partners's McCormick & Company Non-Voting position peaked at $640K in Q2 2021.
955 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.