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

WBH 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 Q1	$862K	Sell	17,813 -2,013	-10%	-$128K	0.06%	179
2025 Q4	$1.35M	Sell	19,826 -1,094	-5%	-$72.7K	0.1%	138
2025 Q3	$1.4M	Sell	20,920 -2,894	-12%	-$203K	0.11%	135
2025 Q2	$1.81M	Sell	23,814 -50	-0.2%	-$3.75K	0.15%	111
2025 Q1	$1.96M	Sell	23,864 -898	-4%	-$70.4K	0.18%	98
2024 Q4	$1.89M	Sell	24,762 -594	-2%	-$46.7K	0.18%	99
2024 Q3	$2.09M	Sell	25,356 -222	-0.9%	-$17.3K	0.2%	89
2024 Q2	$1.81M	Sell	25,578 -463	-2%	-$33.7K	0.18%	93
2024 Q1	$2M	Sell	26,041 -807	-3%	-$54.8K	0.21%	91
2023 Q4	$1.84M	Sell	26,848 -1,108	-4%	-$72.5K	0.2%	92
2023 Q3	$2.11M	Buy	27,956 +12	+0%	+$1K	0.26%	79
2023 Q2	$2.44M	Sell	27,944 -1,041	-4%	-$92K	0.29%	75
2023 Q1	$2.41M	Buy	+28,985	New	+$2.21M	0.3%	79
2022 Q3	$2.24M	Sell	31,367 -967	-3%	-$81.1K	0.32%	71
2022 Q2	$2.66M	Sell	32,334 -98	-0.3%	-$9.29K	0.36%	64
2022 Q1	$3.36M	Buy	32,432 +161	+0.5%	+$15.7K	0.41%	61
2021 Q4	$3.12M	Buy	32,271 +10,839	+51%	+$923K	0.36%	68
2021 Q3	$1.74M	Sell	21,432 -24	-0.1%	-$2.06K	0.23%	91
2021 Q2	$1.83M	Sell	21,456 -890	-4%	-$79.4K	0.27%	78
2021 Q1	$1.99M	Sell	22,346 -320	-1%	-$28.5K	0.32%	71
2020 Q4	$2.08M	Sell	22,666 -736	-3%	-$69.5K	0.36%	58
2020 Q3	$2.27M	Sell	23,402 -18	-0.1%	-$1.76K	0.46%	50
2020 Q2	$2.1M	Buy	+23,420	New	+$1.93M	0.51%	50
2020 Q1	–	Sell	-23,960	Closed	-$2.03M	–	234
2019 Q4	$2.03M	Sell	23,960 -446	-2%	-$36.9K	0.42%	54
2019 Q3	$1.91M	Sell	24,406 -1,250	-5%	-$100K	0.43%	56
2019 Q2	$1.99M	Sell	25,656 -1,982	-7%	-$153K	0.46%	52
2019 Q1	$2.08M	Sell	27,638 -638	-2%	-$43K	0.5%	49
2018 Q4	$1.97K	Sell	28,276 -1,580	-5%	-$113K	0.48%	47
2018 Q3	$1.97M	Sell	29,856 -226	-0.8%	-$13.9K	0.48%	48
2018 Q2	$1.75M	Sell	30,082 -96	-0.3%	-$5.04K	0.45%	51
2018 Q1	$1.6M	Sell	30,178 -74	-0.2%	-$3.89K	0.44%	52
2017 Q4	$1.54M	Buy	30,252 +26	+0.1%	+$1.29K	0.41%	58
2017 Q3	$1.55M	Sell	30,226 -274	-0.9%	-$13.2K	0.43%	54
2017 Q2	$1.49M	Buy	+30,500	New	+$1.54M	0.42%	58

Other funds holding MKC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WBH Advisory's MKC Position: Q1 2026 in Review

WBH Advisory reduced its McCormick & Company Non-Voting (MKC) stake by 10% in Q1 2026, selling an estimated $128K and leaving 17,813 shares worth $862K. The position accounts for 0.06% of the portfolio, ranked #179.

WBH Advisory first reported a position in MKC in Q2 2017 and has held it in 34 quarters since. The position peaked at $3.36M in Q1 2022. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

WBH Advisory held 17,813 shares of McCormick & Company Non-Voting worth $862K as of Q1 2026.
WBH Advisory sold 2,013 McCormick & Company Non-Voting shares in Q1 2026, an estimated $128K.
McCormick & Company Non-Voting made up 0.06% of WBH Advisory's portfolio in Q1 2026, its #179 holding.
WBH Advisory first reported a position in McCormick & Company Non-Voting in Q2 2017 and has held it in 34 quarters since.
WBH Advisory's McCormick & Company Non-Voting position peaked at $3.36M in Q1 2022.
953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.