Symphony Financial’s McCormick & Company Non-Voting MKC Stock Holding History

Symphony Financial’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 Q4	–	Sell	-3,167	Closed	-$211K	–	304
2025 Q3	$211K	Sell	3,167 -719	-19%	-$50.4K	0.03%	257
2025 Q2	$314K	Buy	+3,886	New	+$291K	0.04%	197
2025 Q1	–	Sell	-3,511	Closed	-$261K	–	167
2024 Q4	$261K	Sell	3,511 -2,199	-39%	-$173K	0.04%	192
2024 Q3	$475K	Buy	+5,710	New	+$445K	0.08%	147
2023 Q3	–	Sell	-3,503	Closed	-$304K	–	180
2023 Q2	$304K	Buy	3,503 +1	+0%	+$88	0.07%	151
2023 Q1	$284K	Sell	3,502 -499	-12%	-$38.1K	0.07%	177
2022 Q4	$340K	Sell	4,001 -2,300	-37%	-$185K	0.09%	161
2022 Q3	$463K	Buy	+6,301	New	+$528K	0.15%	142

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Symphony Financial's MKC Position: Q4 2025 in Review

Symphony Financial sold out of McCormick & Company Non-Voting (MKC) in Q4 2025, closing a stake of 3,167 shares — an estimated $211K sold.

Symphony Financial first reported a position in MKC in Q3 2022 and held it in 8 quarters. The position peaked at $475K in Q3 2024. 985 funds tracked by Wall St. Rank hold MKC as of Q4 2025.

Symphony Financial reported no remaining McCormick & Company Non-Voting position as of Q4 2025 after selling out during the quarter.
Symphony Financial sold 3,167 McCormick & Company Non-Voting shares in Q4 2025, an estimated $211K.
Symphony Financial first reported a position in McCormick & Company Non-Voting in Q3 2022 and held it in 8 quarters.
Symphony Financial's McCormick & Company Non-Voting position peaked at $475K in Q3 2024.
985 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2025.

Based on Symphony Financial's 13F filing for Q4 2025, filed 11 Feb 2026.