VSM Wealth Advisory’s McCormick & Company Non-Voting MKC Stock Holding History

VSM Wealth Advisory’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	$367K	Buy	7,287 +1	+0%	+$49	0.1%	86
2026 Q1	$368K	Sell	7,286 -395	-5%	-$25.2K	0.11%	75
2025 Q4	$523K	Buy	7,681 +6	+0.1%	+$399	0.16%	58
2025 Q3	$514K	Hold	7,675	–	–	0.16%	53
2025 Q2	$582K	Sell	7,675 -1,999	-21%	-$150K	0.19%	51
2025 Q1	$796K	Sell	9,674 -424	-4%	-$33.2K	0.29%	39
2024 Q4	$792K	Buy	+10,098	New	+$793K	0.28%	39

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

VSM Wealth Advisory's MKC Position: Q2 2026 in Review

VSM Wealth Advisory increased its McCormick & Company Non-Voting (MKC) stake by 0.01% in Q2 2026, buying an estimated $49 and bringing the position to 7,287 shares worth $367K. The position accounts for 0.1% of the portfolio, ranked #86.

VSM Wealth Advisory first reported a position in MKC in Q4 2024 and has held it in 7 quarters since. The position peaked at $796K in Q1 2025. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

VSM Wealth Advisory held 7,287 shares of McCormick & Company Non-Voting worth $367K as of Q2 2026.
VSM Wealth Advisory bought 1 McCormick & Company Non-Voting share in Q2 2026, an estimated $49.
McCormick & Company Non-Voting made up 0.1% of VSM Wealth Advisory's portfolio in Q2 2026, its #86 holding.
VSM Wealth Advisory first reported a position in McCormick & Company Non-Voting in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's McCormick & Company Non-Voting position peaked at $796K in Q1 2025.
952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.