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

Wealth Enhancement Trust 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 		$55.5K Buy
1,101
+311
+39% +$15.3K 0.01% 468
2026
Q1 		$39.8K Hold
790
– – ﹤0.01% 486
2025
Q4 		$53.8K Buy
+790
New +$52.5K 0.01% 427

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its McCormick & Company Non-Voting (MKC) stake by 39% in Q2 2026, buying an estimated $15.3K and bringing the position to 1,101 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #468.

Wealth Enhancement Trust Services first reported a position in MKC in Q4 2025 and has held it in 3 quarters since. 727 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,101 shares of McCormick & Company Non-Voting worth $55.5K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 311 McCormick & Company Non-Voting shares in Q2 2026, an estimated $15.3K.
  • McCormick & Company Non-Voting made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #468 holding.
  • Wealth Enhancement Trust Services first reported a position in McCormick & Company Non-Voting in Q4 2025 and has held it in 3 quarters since.
  • 727 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

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