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

Valeo 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
Q2 		– Sell
-5,755
Closed -$290K – 864
2026
Q1 		$290K Buy
+5,755
New +$367K 0.01% 563
2021
Q2 		– Sell
-354
Closed -$32K – 1282
2021
Q1 		$32K Buy
354
+23
+7% +$2.05K ﹤0.01% 1015
2020
Q4 		$32K Sell
331
-47
-12% -$4.44K ﹤0.01% 915
2020
Q3 		$37K Buy
378
+180
+91% +$17.6K ﹤0.01% 744
2020
Q2 		$18K Buy
198
+14
+8% +$1.15K ﹤0.01% 1099
2020
Q1 		$14K Buy
184
+16
+10% +$1.24K ﹤0.01% 979
2019
Q4 		$14K Hold
168
– – ﹤0.01% 1006
2019
Q3 		$13K Sell
168
-466
-74% -$37.4K ﹤0.01% 966
2019
Q2 		$49K Buy
634
+466
+277% +$35.9K 0.01% 603
2019
Q1 		$13K Buy
168
+56
+50% +$3.78K ﹤0.01% 897
2018
Q4 		$8K Sell
112
-48
-30% -$3.44K ﹤0.01% 947
2018
Q3 		$12K Sell
160
-112
-41% -$6.91K ﹤0.01% 918
2018
Q2 		$16K Hold
272
– – ﹤0.01% 823
2018
Q1 		$14K Buy
272
+18
+7% +$946 ﹤0.01% 835
2017
Q4 		$13K Buy
254
+240
+1,714% +$12K ﹤0.01% 771
2017
Q3 		$1K Buy
+14
New +$675 ﹤0.01% 1107

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

Valeo Financial Advisors's MKC Position: Q2 2026 in Review

Valeo Financial Advisors sold out of McCormick & Company Non-Voting (MKC) in Q2 2026, closing a stake of 5,755 shares — an estimated $290K sold.

Valeo Financial Advisors first reported a position in MKC in Q3 2017 and held it in 16 quarters. The position peaked at $290K in Q1 2026. 126 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Valeo Financial Advisors reported no remaining McCormick & Company Non-Voting position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 5,755 McCormick & Company Non-Voting shares in Q2 2026, an estimated $290K.
  • Valeo Financial Advisors first reported a position in McCormick & Company Non-Voting in Q3 2017 and held it in 16 quarters.
  • Valeo Financial Advisors's McCormick & Company Non-Voting position peaked at $290K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.