Tortoise Investment Management’s McCormick & Company Non-Voting MKC Stock Holding History

Tortoise Investment Management’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	-5	Closed	-$335	–	950
2025 Q3	$335	Sell	5 -11	-69%	-$770	﹤0.01%	1249
2025 Q2	$1.21K	Buy	+16	New	+$1.2K	﹤0.01%	925
2020 Q2	–	Sell	-136	Closed	-$10K	–	536
2020 Q1	$10K	Hold	136	–	–	﹤0.01%	367
2019 Q4	$12K	Hold	136	–	–	﹤0.01%	380
2019 Q3	$11K	Hold	136	–	–	﹤0.01%	388
2019 Q2	$11K	Hold	136	–	–	﹤0.01%	418
2019 Q1	$10K	Buy	+136	New	+$9.17K	﹤0.01%	411
2013 Q4	–	Sell	-300	Closed	-$10K	–	369
2013 Q3	$10K	Buy	+300	New	+$10.5K	0.01%	235

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 $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

Tortoise Investment Management's MKC Position: Q4 2025 in Review

Tortoise Investment Management sold out of McCormick & Company Non-Voting (MKC) in Q4 2025, closing a stake of 5 shares — an estimated $335 sold.

Tortoise Investment Management first reported a position in MKC in Q3 2013 and held it in 8 quarters. The position peaked at $12K in Q4 2019. 985 funds tracked by Wall St. Rank hold MKC as of Q4 2025.

Tortoise Investment Management reported no remaining McCormick & Company Non-Voting position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 5 McCormick & Company Non-Voting shares in Q4 2025, an estimated $335.
Tortoise Investment Management first reported a position in McCormick & Company Non-Voting in Q3 2013 and held it in 8 quarters.
Tortoise Investment Management's McCormick & Company Non-Voting position peaked at $12K in Q4 2019.
985 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.