UAS
MKC icon

United Asset Strategies’s McCormick & Company Non-Voting MKC Stock Holding History

United Asset Strategies’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 		$634K Buy
12,576
+2,920
+30% +$143K 0.04% 191
2026
Q1 		$487K Buy
+9,656
New +$615K 0.04% 199

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

United Asset Strategies's MKC Position: Q2 2026 in Review

United Asset Strategies increased its McCormick & Company Non-Voting (MKC) stake by 30% in Q2 2026, buying an estimated $143K and bringing the position to 12,576 shares worth $634K. The position accounts for 0.04% of the portfolio, ranked #191.

United Asset Strategies first reported a position in MKC in Q1 2026 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • United Asset Strategies held 12,576 shares of McCormick & Company Non-Voting worth $634K as of Q2 2026.
  • United Asset Strategies bought 2,920 McCormick & Company Non-Voting shares in Q2 2026, an estimated $143K.
  • McCormick & Company Non-Voting made up 0.04% of United Asset Strategies's portfolio in Q2 2026, its #191 holding.
  • United Asset Strategies first reported a position in McCormick & Company Non-Voting in Q1 2026 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.