Trifecta Capital Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Trifecta Capital Advisors’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	-26	Closed	-$1.74K	–	374
2025 Q3	$1.74K	Hold	26	–	–	﹤0.01%	357
2025 Q2	$1.97K	Hold	26	–	–	﹤0.01%	343
2025 Q1	$2.14K	Hold	26	–	–	﹤0.01%	305
2024 Q4	$1.98K	Hold	26	–	–	﹤0.01%	304
2024 Q3	$2.14K	Hold	26	–	–	﹤0.01%	303
2024 Q2	$1.84K	Hold	26	–	–	﹤0.01%	325
2024 Q1	$2K	Hold	26	–	–	﹤0.01%	312
2023 Q4	$1.78K	Hold	26	–	–	﹤0.01%	341
2023 Q3	$1.97K	Hold	26	–	–	﹤0.01%	308
2023 Q2	$2.27K	Hold	26	–	–	﹤0.01%	289
2023 Q1	$2.16K	Hold	26	–	–	﹤0.01%	295
2022 Q4	$2.15K	Buy	+26	New	+$2.1K	﹤0.01%	289

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

Trifecta Capital Advisors's MKC Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of McCormick & Company Non-Voting (MKC) in Q4 2025, closing a stake of 26 shares — an estimated $1.74K sold.

Trifecta Capital Advisors first reported a position in MKC in Q4 2022 and held it in 12 quarters. The position peaked at $2.27K in Q2 2023. 986 funds tracked by Wall St. Rank hold MKC as of Q4 2025.

Trifecta Capital Advisors reported no remaining McCormick & Company Non-Voting position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 26 McCormick & Company Non-Voting shares in Q4 2025, an estimated $1.74K.
Trifecta Capital Advisors first reported a position in McCormick & Company Non-Voting in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's McCormick & Company Non-Voting position peaked at $2.27K in Q2 2023.
986 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.