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Wealthspire Advisors (New York)’s McCormick & Company Non-Voting MKC Stock Holding History

Wealthspire Advisors (New York)’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 		$971K Buy
19,252
+9,687
+101% +$475K 0.01% 563
2026
Q1 		$482K Buy
9,565
+6,451
+207% +$411K ﹤0.01% 580
2025
Q4 		$212K Sell
3,114
-6,814
-69% -$453K ﹤0.01% 951
2025
Q3 		$664K Buy
9,928
+7,289
+276% +$511K ﹤0.01% 477
2025
Q2 		$200K Buy
2,639
+68
+3% +$5.09K ﹤0.01% 798
2025
Q1 		$212K Sell
2,571
-97
-4% -$7.6K ﹤0.01% 729
2024
Q4 		$203K Buy
2,668
+195
+8% +$15.3K ﹤0.01% 747
2024
Q3 		$204K Buy
+2,473
New +$193K ﹤0.01% 709
2024
Q1 		– Sell
-3,476
Closed -$238K – 661
2023
Q4 		$238K Buy
3,476
+126
+4% +$8.24K ﹤0.01% 573
2023
Q3 		$253K Buy
3,350
+934
+39% +$78K ﹤0.01% 515
2023
Q2 		$211K Sell
2,416
-12
-0.5% -$1.06K ﹤0.01% 520
2023
Q1 		$202K Sell
2,428
-1,000
-29% -$76.3K ﹤0.01% 504
2022
Q4 		$284K Buy
+3,428
New +$276K 0.01% 467
2022
Q3 		– Sell
-2,753
Closed -$229K – 534
2022
Q2 		$229K Sell
2,753
-19
-0.7% -$1.8K ﹤0.01% 453
2022
Q1 		$277K Sell
2,772
-669
-19% -$65.4K 0.01% 365
2021
Q4 		$332K Buy
3,441
+776
+29% +$66.1K 0.01% 399
2021
Q3 		$216K Buy
+2,665
New +$229K ﹤0.01% 537
2021
Q2 		– Sell
-5,078
Closed -$453K – 550
2021
Q1 		$453K Buy
5,078
+2,020
+66% +$180K 0.01% 424
2020
Q4 		$292K Buy
+3,058
New +$289K 0.01% 445
2020
Q2 		– Sell
-5,068
Closed -$358K – 436
2020
Q1 		$358K Buy
+5,068
New +$393K 0.02% 348
2019
Q1 		– Sell
-632
Closed -$44K – 509
2018
Q4 		$44K Buy
+632
New +$45.3K ﹤0.01% 203

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s MKC Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its McCormick & Company Non-Voting (MKC) stake by 101% in Q2 2026, buying an estimated $475K and bringing the position to 19,252 shares worth $971K. The position accounts for 0.01% of the portfolio, ranked #563.

Wealthspire Advisors (New York) first reported a position in MKC in Q4 2018 and has held it in 21 quarters since. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Wealthspire Advisors (New York) held 19,252 shares of McCormick & Company Non-Voting worth $971K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 9,687 McCormick & Company Non-Voting shares in Q2 2026, an estimated $475K.
  • McCormick & Company Non-Voting made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #563 holding.
  • Wealthspire Advisors (New York) first reported a position in McCormick & Company Non-Voting in Q4 2018 and has held it in 21 quarters since.
  • 954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.