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

Wealth Preservation Advisors’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	–	Sell	-215	Closed	-$10.8K	–	593
2026 Q1	$10.8K	Buy	215 +170	+378%	+$10.8K	0.01%	406
2025 Q4	$3.06K	Hold	45	–	–	﹤0.01%	456
2025 Q3	$3.01K	Buy	45 +42	+1,400%	+$2.94K	﹤0.01%	439
2025 Q2	$227	Sell	3 -5	-63%	-$375	﹤0.01%	563
2025 Q1	$658	Buy	+8	New	+$627	﹤0.01%	529

Other funds holding MKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Preservation Advisors's MKC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of McCormick & Company Non-Voting (MKC) in Q2 2026, closing a stake of 215 shares — an estimated $10.8K sold.

Wealth Preservation Advisors first reported a position in MKC in Q1 2025 and held it in 5 quarters. The position peaked at $10.8K in Q1 2026. 948 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Wealth Preservation Advisors reported no remaining McCormick & Company Non-Voting position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 215 McCormick & Company Non-Voting shares in Q2 2026, an estimated $10.8K.
Wealth Preservation Advisors first reported a position in McCormick & Company Non-Voting in Q1 2025 and held it in 5 quarters.
Wealth Preservation Advisors's McCormick & Company Non-Voting position peaked at $10.8K in Q1 2026.
948 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.