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

Triangle Securities 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 Q2	–	Sell	-2,510	Closed	-$207K	–	208
2025 Q1	$207K	Buy	+2,510	New	+$197K	0.05%	199
2024 Q4	–	Sell	-2,510	Closed	-$207K	–	203
2024 Q3	$207K	Buy	+2,510	New	+$196K	0.05%	195
2023 Q3	–	Sell	-2,510	Closed	-$219K	–	187
2023 Q2	$219K	Hold	2,510	–	–	0.08%	183
2023 Q1	$209K	Hold	2,510	–	–	0.07%	182
2022 Q4	$208K	Buy	+2,510	New	+$202K	0.08%	180
2022 Q3	–	Sell	-2,510	Closed	-$209K	–	175
2022 Q2	$209K	Hold	2,510	–	–	0.08%	170
2022 Q1	$250K	Hold	2,510	–	–	0.08%	166
2021 Q4	$242K	Hold	2,510	–	–	0.08%	170
2021 Q3	$203K	Hold	2,510	–	–	0.07%	173
2021 Q2	$222K	Hold	2,510	–	–	0.08%	169
2021 Q1	$224K	Hold	2,510	–	–	0.08%	164
2020 Q4	$240K	Sell	2,510 -88	-3%	-$8.31K	0.1%	160
2020 Q3	$252K	Hold	2,598	–	–	0.11%	150
2020 Q2	$233K	Buy	+2,598	New	+$214K	0.11%	149
2020 Q1	–	Sell	-2,598	Closed	-$220K	–	159
2019 Q4	$220K	Hold	2,598	–	–	0.1%	152
2019 Q3	$203K	Hold	2,598	–	–	0.1%	151
2019 Q2	$207K	Sell	2,598 -7,790	-75%	-$601K	0.11%	146
2019 Q1	$782K	Buy	+10,388	New	+$701K	0.41%	76
2013 Q3	–	Sell	-2,688	Closed	-$95K	–	284
2013 Q2	$95K	Buy	+2,688	New	+$96.7K	0.07%	179

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triangle Securities Wealth Management's MKC Position: Q2 2025 in Review

Triangle Securities Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q2 2025, closing a stake of 2,510 shares — an estimated $207K sold.

Triangle Securities Wealth Management first reported a position in MKC in Q2 2013 and held it in 19 quarters. The position peaked at $782K in Q1 2019. 1,029 funds tracked by Wall St. Rank hold MKC as of Q2 2025.

Triangle Securities Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q2 2025 after selling out during the quarter.
Triangle Securities Wealth Management sold 2,510 McCormick & Company Non-Voting shares in Q2 2025, an estimated $207K.
Triangle Securities Wealth Management first reported a position in McCormick & Company Non-Voting in Q2 2013 and held it in 19 quarters.
Triangle Securities Wealth Management's McCormick & Company Non-Voting position peaked at $782K in Q1 2019.
1,029 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2025.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.