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Summit Trail Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Summit Trail 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
2026
Q2 		$1.72M Buy
34,099
+12,801
+60% +$628K 0.02% 702
2026
Q1 		$1.07M Buy
21,298
+7,512
+54% +$478K 0.02% 902
2025
Q4 		$942K Sell
13,786
-1,440
-9% -$95.6K 0.02% 843
2025
Q3 		$1.02M Buy
15,226
+10,855
+248% +$760K 0.01% 823
2025
Q2 		$331K Buy
+4,371
New +$327K 0.01% 887
2024
Q4 		– Sell
-3,417
Closed -$281K – 619
2024
Q3 		$281K Buy
3,417
+530
+18% +$41.3K 0.01% 564
2024
Q2 		$205K Sell
2,887
-55
-2% -$4K 0.01% 593
2024
Q1 		$226K Buy
+2,942
New +$200K 0.01% 536
2023
Q3 		– Sell
-2,324
Closed -$203K – 568
2023
Q2 		$203K Buy
+2,324
New +$205K 0.01% 487
2018
Q2 		– Sell
-4,944
Closed -$265K – 588
2018
Q1 		$265K Buy
4,944
+106
+2% +$5.57K 0.05% 307
2017
Q4 		$242K Buy
+4,838
New +$241K 0.03% 369

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Trail Advisors's MKC Position: Q2 2026 in Review

Summit Trail Advisors increased its McCormick & Company Non-Voting (MKC) stake by 60% in Q2 2026, buying an estimated $628K and bringing the position to 34,099 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #702.

Summit Trail Advisors first reported a position in MKC in Q4 2017 and has held it in 11 quarters since. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Summit Trail Advisors held 34,099 shares of McCormick & Company Non-Voting worth $1.72M as of Q2 2026.
  • Summit Trail Advisors bought 12,801 McCormick & Company Non-Voting shares in Q2 2026, an estimated $628K.
  • McCormick & Company Non-Voting made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #702 holding.
  • Summit Trail Advisors first reported a position in McCormick & Company Non-Voting in Q4 2017 and has held it in 11 quarters since.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.