U.S. Capital Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

U.S. Capital 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	$939K	Buy	18,614 +6,474	+53%	+$412K	0.02%	533
2025 Q4	$827K	Sell	12,140 -24	-0.2%	-$1.59K	0.02%	534
2025 Q3	$814K	Buy	12,164 +311	+3%	+$21.8K	0.02%	519
2025 Q2	$899K	Buy	+11,853	New	+$888K	0.03%	450
2023 Q1	–	Sell	-1,715	Closed	-$142K	–	1166
2022 Q4	$142K	Buy	+1,715	New	+$138K	0.01%	677

Other funds holding MKC

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

U.S. Capital Wealth Advisors's MKC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its McCormick & Company Non-Voting (MKC) stake by 53% in Q1 2026, buying an estimated $412K and bringing the position to 18,614 shares worth $939K. The position accounts for 0.02% of the portfolio, ranked #533.

U.S. Capital Wealth Advisors first reported a position in MKC in Q4 2022 and has held it in 5 quarters since. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

U.S. Capital Wealth Advisors held 18,614 shares of McCormick & Company Non-Voting worth $939K as of Q1 2026.
U.S. Capital Wealth Advisors bought 6,474 McCormick & Company Non-Voting shares in Q1 2026, an estimated $412K.
McCormick & Company Non-Voting made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #533 holding.
U.S. Capital Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q4 2022 and has held it in 5 quarters since.
953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.