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

Waverly 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 		$12.1M Buy
240,383
+20,563
+9% +$1.01M 0.07% 264
2026
Q1 		$11.1M Buy
219,820
+3,657
+2% +$233K 0.08% 234
2025
Q4 		$14.7M Buy
216,163
+86,907
+67% +$5.77M 0.12% 160
2025
Q3 		$8.65M Sell
129,256
-10,707
-8% -$750K 0.09% 218
2025
Q2 		$10.6M Sell
139,963
-1,021
-0.7% -$76.5K 0.12% 181
2025
Q1 		$11.6M Buy
140,984
+510
+0.4% +$40K 0.14% 161
2024
Q4 		$10.7M Sell
140,474
-794
-0.6% -$62.4K 0.17% 135
2024
Q3 		$11.6M Buy
141,268
+11,023
+8% +$859K 0.21% 100
2024
Q2 		$9.24M Buy
130,245
+126,456
+3,337% +$9.2M 0.18% 116
2024
Q1 		$291K Buy
3,789
+532
+16% +$36.2K 0.01% 581
2023
Q4 		$223K Buy
3,257
+21
+0.6% +$1.37K 0.01% 403
2023
Q3 		$245K Hold
3,236
– – 0.01% 359
2023
Q2 		$282K Buy
+3,236
New +$286K 0.01% 307

Other funds holding MKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors's MKC Position: Q2 2026 in Review

Waverly Advisors increased its McCormick & Company Non-Voting (MKC) stake by 9.4% in Q2 2026, buying an estimated $1.01M and bringing the position to 240,383 shares worth $12.1M. The position accounts for 0.07% of the portfolio, ranked #264.

Waverly Advisors first reported a position in MKC in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.7M in Q4 2025. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Waverly Advisors held 240,383 shares of McCormick & Company Non-Voting worth $12.1M as of Q2 2026.
  • Waverly Advisors bought 20,563 McCormick & Company Non-Voting shares in Q2 2026, an estimated $1.01M.
  • McCormick & Company Non-Voting made up 0.07% of Waverly Advisors's portfolio in Q2 2026, its #264 holding.
  • Waverly Advisors first reported a position in McCormick & Company Non-Voting in Q2 2023 and has held it in 13 quarters since.
  • Waverly Advisors's McCormick & Company Non-Voting position peaked at $14.7M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.