TRUE Private Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

TRUE Private Wealth 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
2026 Q2	$352K	Buy	+6,979	New	+$342K	0.03%	208
2024 Q3	–	Sell	-5,465	Closed	-$388K	–	253
2024 Q2	$388K	Buy	5,465 +352	+7%	+$25.6K	0.04%	196
2024 Q1	$393K	Buy	5,113 +706	+16%	+$48K	0.05%	200
2023 Q4	$302K	Buy	4,407 +1,566	+55%	+$102K	0.04%	219
2023 Q3	$215K	Buy	+2,841	New	+$237K	0.03%	246
2020 Q1	–	Sell	-874	Closed	-$74K	–	765
2019 Q4	$74K	Buy	+874	New	+$72.3K	0.01%	323
2019 Q3	–	Sell	-8	Closed	–	–	531
2019 Q2	$0	Buy	+8	New	+$617	﹤0.01%	800
2019 Q1	–	Sell	-3,474	Closed	-$242K	–	234
2018 Q4	$242K	Sell	3,474 -7,436	-68%	-$533K	0.04%	203
2018 Q3	$719K	Sell	10,910 -32	-0.3%	-$1.98K	0.1%	135
2018 Q2	$635K	Buy	10,942 +674	+7%	+$35.4K	0.1%	136
2018 Q1	$546K	Buy	10,268 +236	+2%	+$12.4K	0.09%	125
2017 Q4	$513K	Buy	+10,032	New	+$500K	0.09%	122

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

TRUE Private Wealth Advisors's MKC Position: Q2 2026 in Review

TRUE Private Wealth Advisors opened a new position in McCormick & Company Non-Voting (MKC) in Q2 2026: 6,979 shares worth $352K. The stake represents 0.03% of the portfolio and ranks #208 among its holdings. This is a return to the name: TRUE Private Wealth Advisors previously reported a position in MKC as recently as Q2 2024.

TRUE Private Wealth Advisors first reported a position in MKC in Q4 2017 and has held it in 12 quarters since. The position peaked at $719K in Q3 2018. 950 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

TRUE Private Wealth Advisors held 6,979 shares of McCormick & Company Non-Voting worth $352K as of Q2 2026.
McCormick & Company Non-Voting was a new TRUE Private Wealth Advisors position in Q2 2026.
McCormick & Company Non-Voting made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #208 holding.
TRUE Private Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q4 2017 and has held it in 12 quarters since.
TRUE Private Wealth Advisors's McCormick & Company Non-Voting position peaked at $719K in Q3 2018.
950 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.