Valley Wealth Managers’s McCormick & Company Non-Voting MKC Stock Holding History

Valley Wealth Managers’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
2025 Q3	–	Sell	-20	Closed	-$1.52K	–	323
2025 Q2	$1.52K	Hold	20	–	–	﹤0.01%	274
2025 Q1	$1.65K	Hold	20	–	–	﹤0.01%	324
2024 Q4	$1.52K	Hold	20	–	–	﹤0.01%	354
2024 Q3	$1.65K	Hold	20	–	–	﹤0.01%	356
2024 Q2	$1.42K	Hold	20	–	–	﹤0.01%	347
2024 Q1	$1.54K	Hold	20	–	–	﹤0.01%	281
2023 Q4	$1.37K	Hold	20	–	–	﹤0.01%	302
2023 Q3	$1.51K	Hold	20	–	–	﹤0.01%	330
2023 Q2	$1.75K	Hold	20	–	–	﹤0.01%	305
2023 Q1	$1.66K	Hold	20	–	–	﹤0.01%	323
2022 Q4	$1.66K	Hold	20	–	–	﹤0.01%	334
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	406
2022 Q2	$2K	Buy	+20	New	+$1.9K	﹤0.01%	386

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Valley Wealth Managers's MKC Position: Q3 2025 in Review

Valley Wealth Managers sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 20 shares — an estimated $1.52K sold.

Valley Wealth Managers first reported a position in MKC in Q2 2022 and held it in 13 quarters. The position peaked at $2K in Q2 2022. 970 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

Valley Wealth Managers reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
Valley Wealth Managers sold 20 McCormick & Company Non-Voting shares in Q3 2025, an estimated $1.52K.
Valley Wealth Managers first reported a position in McCormick & Company Non-Voting in Q2 2022 and held it in 13 quarters.
Valley Wealth Managers's McCormick & Company Non-Voting position peaked at $2K in Q2 2022.
970 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on Valley Wealth Managers's 13F filing for Q3 2025, filed 3 Nov 2025.