WBI Investments’s McCormick & Company Non-Voting MKC Stock Holding History

WBI Investments’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	$465K	Buy	+9,209	New	+$587K	0.13%	196
2018 Q3	–	Sell	-61,140	Closed	-$3.55M	–	305
2018 Q2	$3.55M	Buy	+61,140	New	+$3.21M	0.19%	83
2016 Q4	–	Sell	-51,014	Closed	-$2.55M	–	353
2016 Q3	$2.55M	Buy	+51,014	New	+$2.59M	0.1%	140
2016 Q1	–	Sell	-312,040	Closed	-$13.3M	–	191
2015 Q4	$13.3M	Sell	312,040 -81,900	-21%	-$3.45M	0.38%	55
2015 Q3	$16.2M	Buy	+393,940	New	+$16M	0.56%	40

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

WBI Investments's MKC Position: Q1 2026 in Review

WBI Investments opened a new position in McCormick & Company Non-Voting (MKC) in Q1 2026: 9,209 shares worth $465K. The stake represents 0.13% of the portfolio and ranks #196 among its holdings. This is a return to the name: WBI Investments previously reported a position in MKC as recently as Q2 2018.

WBI Investments first reported a position in MKC in Q3 2015 and has held it in 5 quarters since. The position peaked at $16.2M in Q3 2015. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

WBI Investments held 9,209 shares of McCormick & Company Non-Voting worth $465K as of Q1 2026.
McCormick & Company Non-Voting was a new WBI Investments position in Q1 2026.
McCormick & Company Non-Voting made up 0.13% of WBI Investments's portfolio in Q1 2026, its #196 holding.
WBI Investments first reported a position in McCormick & Company Non-Voting in Q3 2015 and has held it in 5 quarters since.
WBI Investments's McCormick & Company Non-Voting position peaked at $16.2M in Q3 2015.
953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.