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Wealth Group’s McCormick & Company Non-Voting MKC Stock Holding History

Wealth Group’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 		$263K Buy
+5,226
New +$256K 0.07% 101
2025
Q2 		$217K Buy
2,867
+41
+1% +$3.07K 0.22% 83
2025
Q1 		$233K Sell
2,826
-113
-4% -$8.86K 0.15% 142
2024
Q4 		$224K Sell
2,939
-234
-7% -$18.4K 0.14% 146
2024
Q3 		$261K Buy
3,173
+11
+0.3% +$857 0.18% 124
2024
Q2 		$224K Sell
3,162
-198
-6% -$14.4K 0.16% 141
2024
Q1 		$258K Buy
+3,360
New +$228K 0.19% 123

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 Group's MKC Position: Q2 2026 in Review

Wealth Group opened a new position in McCormick & Company Non-Voting (MKC) in Q2 2026: 5,226 shares worth $263K. The stake represents 0.07% of the portfolio and ranks #101 among its holdings. This is a return to the name: Wealth Group previously reported a position in MKC as recently as Q2 2025.

Wealth Group first reported a position in MKC in Q1 2024 and has held it in 7 quarters since. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Wealth Group held 5,226 shares of McCormick & Company Non-Voting worth $263K as of Q2 2026.
  • McCormick & Company Non-Voting was a new Wealth Group position in Q2 2026.
  • McCormick & Company Non-Voting made up 0.07% of Wealth Group's portfolio in Q2 2026, its #101 holding.
  • Wealth Group first reported a position in McCormick & Company Non-Voting in Q1 2024 and has held it in 7 quarters since.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.