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United Capital Financial Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

United Capital Financial 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 		$642K Buy
12,725
+4,547
+56% +$290K ﹤0.01% 947
2025
Q4 		$557K Sell
8,178
-43
-0.5% -$2.86K ﹤0.01% 924
2025
Q3 		$550K Sell
8,221
-640
-7% -$44.8K ﹤0.01% 836
2025
Q2 		$672K Sell
8,861
-660
-7% -$49.4K 0.01% 711
2025
Q1 		$784K Sell
9,521
-467
-5% -$36.6K 0.01% 622
2024
Q4 		$762K Sell
9,988
-85
-0.8% -$6.68K 0.01% 619
2024
Q3 		$829K Buy
10,073
+205
+2% +$16K 0.01% 592
2024
Q2 		$700K Buy
9,868
+717
+8% +$52.2K 0.01% 621
2024
Q1 		$703K Buy
9,151
+116
+1% +$7.88K 0.01% 648
2023
Q4 		$618K Buy
9,035
+6,365
+238% +$416K 0.01% 676
2023
Q3 		$202K Sell
2,670
-195
-7% -$16.3K ﹤0.01% 804
2023
Q2 		$250K Sell
2,865
-1,531
-35% -$135K ﹤0.01% 810
2023
Q1 		$366K Sell
4,396
-175
-4% -$13.3K ﹤0.01% 781
2022
Q4 		$379K Sell
4,571
-563
-11% -$45.4K ﹤0.01% 813
2022
Q3 		$366K Buy
5,134
+222
+5% +$18.6K ﹤0.01% 851
2022
Q2 		$409K Buy
4,912
+864
+21% +$81.9K ﹤0.01% 842
2022
Q1 		$404K Sell
4,048
-182
-4% -$17.8K ﹤0.01% 900
2021
Q4 		$409K Buy
4,230
+64
+2% +$5.45K ﹤0.01% 920
2021
Q3 		$338K Sell
4,166
-162
-4% -$13.9K ﹤0.01% 969
2021
Q2 		$382K Sell
4,328
-268
-6% -$23.9K ﹤0.01% 955
2021
Q1 		$410K Sell
4,596
-1,577
-26% -$140K ﹤0.01% 907
2020
Q4 		$590K Buy
6,173
+759
+14% +$71.6K ﹤0.01% 806
2020
Q3 		$525K Buy
5,414
+446
+9% +$43.7K ﹤0.01% 822
2020
Q2 		$446K Buy
4,968
+52
+1% +$4.28K ﹤0.01% 907
2020
Q1 		$347K Sell
4,916
-1,108
-18% -$86K ﹤0.01% 943
2019
Q4 		$511K Buy
6,024
+688
+13% +$56.9K ﹤0.01% 980
2019
Q3 		$417K Sell
5,336
-14,060
-72% -$1.13M ﹤0.01% 997
2019
Q2 		$1.5M Buy
19,396
+11,648
+150% +$898K 0.01% 695
2019
Q1 		$584K Buy
7,748
+1,188
+18% +$80.1K ﹤0.01% 933
2018
Q4 		$457K Sell
6,560
-866
-12% -$62.1K ﹤0.01% 948
2018
Q3 		$489K Buy
7,426
+566
+8% +$34.9K ﹤0.01% 977
2018
Q2 		$398K Sell
6,860
-478
-7% -$25.1K ﹤0.01% 1000
2018
Q1 		$390K Sell
7,338
-1,296
-15% -$68.1K ﹤0.01% 1014
2017
Q4 		$440K Buy
8,634
+592
+7% +$29.5K ﹤0.01% 996
2017
Q3 		$413K Buy
8,042
+958
+14% +$46.2K ﹤0.01% 1017
2017
Q2 		$345K Sell
7,084
-210
-3% -$10.6K ﹤0.01% 1032
2017
Q1 		$356K Buy
7,294
+2,658
+57% +$129K ﹤0.01% 995
2016
Q4 		$216K Sell
4,636
-492
-10% -$23K ﹤0.01% 1156
2016
Q3 		$256K Buy
5,128
+128
+3% +$6.49K ﹤0.01% 1118
2016
Q2 		$268K Sell
5,000
-39,584
-89% -$1.93M ﹤0.01% 1069
2016
Q1 		$2.22M Buy
44,584
+22,328
+100% +$1M 0.02% 508
2015
Q4 		$952K Buy
22,256
+12,020
+117% +$507K 0.01% 705
2015
Q3 		$421K Buy
+10,236
New +$416K 0.01% 949
2015
Q2 		– Sell
-5,576
Closed -$210K – 1290
2015
Q1 		$210K Buy
+5,576
New +$207K ﹤0.01% 1173

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

United Capital Financial Advisors's MKC Position: Q1 2026 in Review

United Capital Financial Advisors increased its McCormick & Company Non-Voting (MKC) stake by 56% in Q1 2026, buying an estimated $290K and bringing the position to 12,725 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

United Capital Financial Advisors first reported a position in MKC in Q1 2015 and has held it in 44 quarters since. The position peaked at $2.22M in Q1 2016. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • United Capital Financial Advisors held 12,725 shares of McCormick & Company Non-Voting worth $642K as of Q1 2026.
  • United Capital Financial Advisors bought 4,547 McCormick & Company Non-Voting shares in Q1 2026, an estimated $290K.
  • McCormick & Company Non-Voting made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #947 holding.
  • United Capital Financial Advisors first reported a position in McCormick & Company Non-Voting in Q1 2015 and has held it in 44 quarters since.
  • United Capital Financial Advisors's McCormick & Company Non-Voting position peaked at $2.22M in Q1 2016.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.