Wealth Enhancement Advisory Services
MKC icon

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

Wealth Enhancement Advisory Services’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 		$7.23M Buy
142,910
+61,056
+75% +$3M 0.01% 817
2026
Q1 		$4M Sell
81,854
-22,208
-21% -$1.41M 0.01% 1009
2025
Q4 		$6.9M Sell
104,062
-45,025
-30% -$2.99M 0.01% 863
2025
Q3 		$9.78M Sell
149,087
-6,265
-4% -$439K 0.01% 667
2025
Q2 		$11.7M Buy
155,352
+24,042
+18% +$1.8M 0.02% 584
2025
Q1 		$10.8M Buy
131,310
+4,222
+3% +$331K 0.02% 558
2024
Q4 		$9.69M Buy
127,088
+4,894
+4% +$384K 0.02% 568
2024
Q3 		$10.1M Sell
122,194
-5,999
-5% -$468K 0.02% 512
2024
Q2 		$9.09M Buy
128,193
+6,860
+6% +$499K 0.02% 509
2024
Q1 		$9.32M Buy
121,333
+14,641
+14% +$995K 0.02% 500
2023
Q4 		$7.3M Sell
106,692
-3,082
-3% -$202K 0.02% 501
2023
Q3 		$8.3M Buy
109,774
+101,236
+1,186% +$8.46M 0.03% 450
2023
Q2 		$745K Sell
8,538
-1,110
-12% -$98.1K 0.01% 304
2023
Q1 		$803K Buy
+9,648
New +$736K 0.01% 335
2019
Q3 		– Sell
-19,522
Closed -$1.59M – 224
2019
Q2 		$1.59M Sell
19,522
-13,538
-41% -$1.04M 0.07% 111
2019
Q1 		$2.5M Buy
+33,060
New +$2.23M 0.14% 61

Other funds holding MKC

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Swedbank
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
DIM
DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return