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Twin Peaks Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Twin Peaks 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
Q1 		$1.76K Buy
+35
New +$2.23K ﹤0.01% 1752
2025
Q3 		– Sell
-161
Closed -$11.1K – 1340
2025
Q2 		$11.1K Buy
+161
New +$12.1K ﹤0.01% 884

Other funds holding MKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Twin Peaks Wealth Advisors's MKC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in McCormick & Company Non-Voting (MKC) in Q1 2026: 35 shares worth $1.76K. The stake represents ﹤0.01% of the portfolio and ranks #1752 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MKC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MKC in Q2 2025 and has held it in 2 quarters since. The position peaked at $11.1K in Q2 2025. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 35 shares of McCormick & Company Non-Voting worth $1.76K as of Q1 2026.
  • McCormick & Company Non-Voting was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • McCormick & Company Non-Voting made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1752 holding.
  • Twin Peaks Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's McCormick & Company Non-Voting position peaked at $11.1K in Q2 2025.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.