True Wealth Design
MKC icon

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
Q3 		$120K Buy
2,591
+341
+15% +$17.7K 0.03% 228
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

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

True Wealth Design's MKC Position: Q3 2026 in Review

True Wealth Design increased its McCormick & Company Non-Voting (MKC) stake by 15% in Q3 2026, buying an estimated $17.7K and bringing the position to 2,591 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #228.

True Wealth Design first reported a position in MKC in Q4 2022 and has held it in 16 quarters since. 222 funds tracked by Wall St. Rank hold MKC as of Q3 2026.

  • True Wealth Design held 2,591 shares of McCormick & Company Non-Voting worth $120K as of Q3 2026.
  • True Wealth Design bought 341 McCormick & Company Non-Voting shares in Q3 2026, an estimated $17.7K.
  • McCormick & Company Non-Voting made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #228 holding.
  • True Wealth Design first reported a position in McCormick & Company Non-Voting in Q4 2022 and has held it in 16 quarters since.
  • 222 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.