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 – 223
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

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 $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's MKC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its McCormick & Company Non-Voting (MKC) stake by 75% in Q2 2026, buying an estimated $3M and bringing the position to 142,910 shares worth $7.23M. The position accounts for 0.01% of the portfolio, ranked #817.

Wealth Enhancement Advisory Services first reported a position in MKC in Q1 2019 and has held it in 16 quarters since. The position peaked at $11.7M in Q2 2025. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 142,910 shares of McCormick & Company Non-Voting worth $7.23M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 61,056 McCormick & Company Non-Voting shares in Q2 2026, an estimated $3M.
  • McCormick & Company Non-Voting made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #817 holding.
  • Wealth Enhancement Advisory Services first reported a position in McCormick & Company Non-Voting in Q1 2019 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's McCormick & Company Non-Voting position peaked at $11.7M in Q2 2025.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.