Union Savings Bank’s McCormick & Company Non-Voting MKC Stock Holding History

Union Savings Bank’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	–	Sell	-528	Closed	-$26.6K	–	325
2026 Q1	$26.6K	Hold	528	–	–	0.01%	226
2025 Q4	$36K	Buy	+528	New	+$35.1K	0.02%	223
2025 Q2	$37.3K	Hold	528	–	–	0.02%	225
2025 Q1	$43.5K	Hold	528	–	–	0.02%	223
2024 Q4	$40.3K	Hold	528	–	–	0.02%	222
2024 Q3	$43.5K	Hold	528	–	–	0.02%	226
2024 Q2	$37.5K	Hold	528	–	–	0.02%	232
2024 Q1	$40.6K	Sell	528 -300	-36%	-$20.4K	0.02%	223
2023 Q4	$56.7K	Hold	828	–	–	0.03%	206
2023 Q3	$62.6K	Buy	828 +528	+176%	+$44.1K	0.04%	199
2023 Q2	$26.8K	Buy	+300	New	+$26.5K	0.02%	238

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

Union Savings Bank's MKC Position: Q2 2026 in Review

Union Savings Bank sold out of McCormick & Company Non-Voting (MKC) in Q2 2026, closing a stake of 528 shares — an estimated $26.6K sold.

Union Savings Bank first reported a position in MKC in Q2 2023 and held it in 11 quarters. The position peaked at $62.6K in Q3 2023. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Union Savings Bank reported no remaining McCormick & Company Non-Voting position as of Q2 2026 after selling out during the quarter.
Union Savings Bank sold 528 McCormick & Company Non-Voting shares in Q2 2026, an estimated $26.6K.
Union Savings Bank first reported a position in McCormick & Company Non-Voting in Q2 2023 and held it in 11 quarters.
Union Savings Bank's McCormick & Company Non-Voting position peaked at $62.6K in Q3 2023.
952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.