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

TriaGen 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
2026 Q2	$948K	Sell	18,800 -200	-1%	-$9.81K	0.24%	97
2026 Q1	$958K	Hold	19,000	–	–	0.26%	83
2025 Q4	$1.29M	Sell	19,000 -4,000	-17%	-$266K	0.33%	69
2025 Q3	$1.54M	Sell	23,000 -1,200	-5%	-$84K	0.4%	72
2025 Q2	$1.83M	Sell	24,200 -300	-1%	-$22.5K	0.56%	56
2025 Q1	$2.02M	Buy	+24,500	New	+$1.92M	0.71%	36

Other funds holding MKC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

TriaGen Wealth Management's MKC Position: Q2 2026 in Review

TriaGen Wealth Management reduced its McCormick & Company Non-Voting (MKC) stake by 1.1% in Q2 2026, selling an estimated $9.81K and leaving 18,800 shares worth $948K. The position accounts for 0.24% of the portfolio, ranked #97.

TriaGen Wealth Management first reported a position in MKC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.02M in Q1 2025. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

TriaGen Wealth Management held 18,800 shares of McCormick & Company Non-Voting worth $948K as of Q2 2026.
TriaGen Wealth Management sold 200 McCormick & Company Non-Voting shares in Q2 2026, an estimated $9.81K.
McCormick & Company Non-Voting made up 0.24% of TriaGen Wealth Management's portfolio in Q2 2026, its #97 holding.
TriaGen Wealth Management first reported a position in McCormick & Company Non-Voting in Q1 2025 and has held it in 6 quarters since.
TriaGen Wealth Management's McCormick & Company Non-Voting position peaked at $2.02M in Q1 2025.
954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.