RAFFA WEALTH MANAGEMENT, LLC’s McCormick & Company Non-Voting MKC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$5.5K	Buy	109 +12	+12%	+$589	﹤0.01%	570
2026 Q1	$4.89K	Buy	97 +4	+4%	+$255	﹤0.01%	537
2025 Q4	$6.33K	Hold	93	–	–	﹤0.01%	471
2025 Q3	$6.22K	Hold	93	–	–	﹤0.01%	446
2025 Q2	$7.05K	Hold	93	–	–	﹤0.01%	449
2025 Q1	$7.66K	Hold	93	–	–	﹤0.01%	356
2024 Q4	$7.09K	Hold	93	–	–	﹤0.01%	383
2024 Q3	$7.65K	Hold	93	–	–	﹤0.01%	350
2024 Q2	$6.6K	Hold	93	–	–	﹤0.01%	510
2024 Q1	$7.14K	Hold	93	–	–	﹤0.01%	469
2023 Q4	$6.36K	Hold	93	–	–	﹤0.01%	358
2023 Q3	$7.04K	Hold	93	–	–	﹤0.01%	331
2023 Q2	$8.11K	Hold	93	–	–	﹤0.01%	313
2023 Q1	$7.74K	Hold	93	–	–	﹤0.01%	328
2022 Q4	$7.71K	Hold	93	–	–	﹤0.01%	319
2022 Q3	$6.63K	Sell	93 -4	-4%	-$335	﹤0.01%	339
2022 Q2	$8.07K	Hold	97	–	–	﹤0.01%	314
2022 Q1	$9.68K	Hold	97	–	–	﹤0.01%	299
2021 Q4	$9.37K	Hold	97	–	–	﹤0.01%	319
2021 Q3	$7.86K	Buy	97 +21	+28%	+$1.8K	﹤0.01%	293
2021 Q2	$6.71K	Hold	76	–	–	﹤0.01%	324
2021 Q1	$6.78K	Buy	76 +10	+15%	+$890	﹤0.01%	339
2020 Q4	$6.31K	Hold	66	–	–	﹤0.01%	318
2020 Q3	$6.41K	Buy	66 +18	+38%	+$1.76K	﹤0.01%	292
2020 Q2	$4.31K	Buy	48 +10	+26%	+$824	﹤0.01%	339
2020 Q1	$2.68K	Buy	38 +14	+58%	+$1.09K	﹤0.01%	368
2019 Q4	$2.04K	Hold	24	–	–	﹤0.01%	398
2019 Q3	$1.88K	Buy	+24	New	+$1.93K	﹤0.01%	408
2019 Q2	–	Sell	-24	Closed	-$1.81K	–	1130
2019 Q1	$1.81K	Hold	24	–	–	﹤0.01%	378
2018 Q4	$1.67K	Hold	24	–	–	﹤0.01%	391
2018 Q3	$1.58K	Hold	24	–	–	﹤0.01%	441
2018 Q2	$1.39K	Hold	24	–	–	﹤0.01%	444
2018 Q1	$1.28K	Buy	+24	New	+$1.26K	﹤0.01%	440
2017 Q1	–	Sell	-18	Closed	-$840	–	664
2016 Q4	$840	Hold	18	–	–	﹤0.01%	497
2016 Q3	$899	Hold	18	–	–	﹤0.01%	453
2016 Q2	$960	Hold	18	–	–	﹤0.01%	410
2016 Q1	$895	Hold	18	–	–	﹤0.01%	426
2015 Q4	$770	Hold	18	–	–	﹤0.01%	483
2015 Q3	$740	Hold	18	–	–	﹤0.01%	484
2015 Q2	$729	Hold	18	–	–	﹤0.01%	494
2015 Q1	$694	Hold	18	–	–	﹤0.01%	529
2014 Q4	$669	Hold	18	–	–	﹤0.01%	512
2014 Q3	$602	Buy	+18	New	+$619	﹤0.01%	519
2014 Q1	–	Sell	-18	Closed	-$669	–	544
2013 Q4	$669	Buy	+18	New	+$614	﹤0.01%	512

Other funds holding MKC

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MKC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its McCormick & Company Non-Voting (MKC) stake by 12% in Q2 2026, buying an estimated $589 and bringing the position to 109 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MKC in Q4 2013 and has held it in 44 quarters since. The position peaked at $9.68K in Q1 2022. 304 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 109 shares of McCormick & Company Non-Voting worth $5.5K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 12 McCormick & Company Non-Voting shares in Q2 2026, an estimated $589.
McCormick & Company Non-Voting made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #570 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in McCormick & Company Non-Voting in Q4 2013 and has held it in 44 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's McCormick & Company Non-Voting position peaked at $9.68K in Q1 2022.
304 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.