Tower View Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Tower View Wealth 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	-5,963	Closed	-$399K	–	183
2025 Q3	$399K	Sell	5,963 -1,653	-22%	-$116K	0.21%	45
2025 Q2	$577K	Buy	7,616 +9	+0.1%	+$674	0.3%	42
2025 Q1	$626K	Sell	7,607 -557	-7%	-$43.7K	0.36%	42
2024 Q4	$622K	Sell	8,164 -1,100	-12%	-$86.4K	0.33%	47
2024 Q3	$762K	Buy	9,264 +12	+0.1%	+$935	0.42%	44
2024 Q2	$656K	Sell	9,252 -466	-5%	-$33.9K	0.38%	44
2024 Q1	$746K	Buy	9,718 +131	+1%	+$8.9K	0.44%	45
2023 Q4	$656K	Buy	+9,587	New	+$627K	0.41%	46

Other funds holding MKC

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.66T AUM 25.57% 1-Year Est. Return

Tower View Wealth Management's MKC Position: Q4 2025 in Review

Tower View Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q4 2025, closing a stake of 5,963 shares — an estimated $399K sold.

Tower View Wealth Management first reported a position in MKC in Q4 2023 and held it in 8 quarters. The position peaked at $762K in Q3 2024. 985 funds tracked by Wall St. Rank hold MKC as of Q4 2025.

Tower View Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q4 2025 after selling out during the quarter.
Tower View Wealth Management sold 5,963 McCormick & Company Non-Voting shares in Q4 2025, an estimated $399K.
Tower View Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2023 and held it in 8 quarters.
Tower View Wealth Management's McCormick & Company Non-Voting position peaked at $762K in Q3 2024.
985 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2025.

Based on Tower View Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.