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True Wealth Design’s McCormick & Company Non-Voting MKC Stock Holding History

True Wealth Design’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 		$113K Buy
2,250
+1,862
+480% +$91.4K 0.03% 224
2026
Q1 		$19.6K Buy
388
+346
+824% +$22K 0.01% 729
2025
Q4 		$2.86K Sell
42
-9
-18% -$598 ﹤0.01% 1316
2025
Q3 		$3.41K Buy
51
+15
+42% +$1.05K ﹤0.01% 1249
2025
Q2 		$2.73K Sell
36
-33
-48% -$2.47K ﹤0.01% 1050
2025
Q1 		$5.68K Buy
69
+55
+393% +$4.31K ﹤0.01% 648
2024
Q4 		$1.07K Buy
14
+6
+75% +$471 ﹤0.01% 918
2024
Q3 		$659 Buy
8
+2
+33% +$156 ﹤0.01% 1050
2024
Q2 		$426 Sell
6
-1
-14% -$73 ﹤0.01% 679
2024
Q1 		$538 Buy
7
+2
+40% +$136 ﹤0.01% 608
2023
Q4 		$343 Hold
5
– – ﹤0.01% 583
2023
Q3 		$379 Hold
5
– – ﹤0.01% 492
2023
Q2 		$437 Hold
5
– – ﹤0.01% 480
2023
Q1 		$417 Hold
5
– – ﹤0.01% 569
2022
Q4 		$414 Buy
+5
New +$403 ﹤0.01% 506

Other funds holding MKC

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

True Wealth Design's MKC Position: Q2 2026 in Review

True Wealth Design increased its McCormick & Company Non-Voting (MKC) stake by 480% in Q2 2026, buying an estimated $91.4K and bringing the position to 2,250 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #224.

True Wealth Design first reported a position in MKC in Q4 2022 and has held it in 15 quarters since. 118 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • True Wealth Design held 2,250 shares of McCormick & Company Non-Voting worth $113K as of Q2 2026.
  • True Wealth Design bought 1,862 McCormick & Company Non-Voting shares in Q2 2026, an estimated $91.4K.
  • McCormick & Company Non-Voting made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #224 holding.
  • True Wealth Design first reported a position in McCormick & Company Non-Voting in Q4 2022 and has held it in 15 quarters since.
  • 118 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.