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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
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 $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

Summit Trail Advisors's MKC Position: Q1 2026 in Review

Summit Trail Advisors increased its McCormick & Company Non-Voting (MKC) stake by 54% in Q1 2026, buying an estimated $478K and bringing the position to 21,298 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #902.

Summit Trail Advisors first reported a position in MKC in Q4 2017 and has held it in 10 quarters since. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Summit Trail Advisors held 21,298 shares of McCormick & Company Non-Voting worth $1.07M as of Q1 2026.
  • Summit Trail Advisors bought 7,512 McCormick & Company Non-Voting shares in Q1 2026, an estimated $478K.
  • McCormick & Company Non-Voting made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #902 holding.
  • Summit Trail Advisors first reported a position in McCormick & Company Non-Voting in Q4 2017 and has held it in 10 quarters since.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.