Welch & Forbes
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Welch & Forbes’s McCormick & Company Non-Voting MKC Stock Holding History

Welch & Forbes’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
Q3 		$838K Sell
18,062
-575
-3% -$29.9K 0.01% 238
2026
Q2 		$940K Sell
18,637
-894
-5% -$43.9K 0.01% 238
2026
Q1 		$985K Buy
19,531
+2,358
+14% +$150K 0.01% 221
2025
Q4 		$1.17M Buy
17,173
+9,951
+138% +$661K 0.01% 217
2025
Q3 		$483K Sell
7,222
-725
-9% -$50.8K 0.01% 281
2025
Q2 		$603K Sell
7,947
-836
-10% -$62.6K 0.01% 260
2025
Q1 		$723K Sell
8,783
-374
-4% -$29.3K 0.01% 246
2024
Q4 		$698K Sell
9,157
-5,175
-36% -$407K 0.01% 253
2024
Q3 		$1.18M Sell
14,332
-505
-3% -$39.4K 0.02% 216
2024
Q2 		$1.04M Sell
14,837
-357
-2% -$26K 0.01% 222
2024
Q1 		$1.17M Sell
15,194
-2,317
-13% -$157K 0.02% 219
2023
Q4 		$1.2M Buy
17,511
+5,338
+44% +$349K 0.02% 214
2023
Q3 		$921K Sell
12,173
-501
-4% -$41.9K 0.02% 230
2023
Q2 		$1.11M Sell
12,674
-376
-3% -$33.2K 0.02% 216
2023
Q1 		$1.09M Buy
13,050
+5
+0% +$381 0.02% 221
2022
Q4 		$1.08M Sell
13,045
-545
-4% -$43.9K 0.02% 222
2022
Q3 		$968K Sell
13,590
-37
-0.3% -$3.1K 0.02% 227
2022
Q2 		$1.13M Buy
13,627
+2,250
+20% +$213K 0.02% 211
2022
Q1 		$1.14M Buy
11,377
+2,090
+23% +$204K 0.02% 217
2021
Q4 		$897K Buy
9,287
+4,625
+99% +$394K 0.01% 242
2021
Q3 		$378K Buy
4,662
+400
+9% +$34.3K 0.01% 314
2021
Q2 		$377K Buy
+4,262
New +$380K 0.01% 323

Other funds holding MKC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Welch & Forbes's MKC Position: Q3 2026 in Review

Welch & Forbes reduced its McCormick & Company Non-Voting (MKC) stake by 3.1% in Q3 2026, selling an estimated $29.9K and leaving 18,062 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #238.

Welch & Forbes first reported a position in MKC in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.2M in Q4 2023. 689 funds tracked by Wall St. Rank hold MKC as of Q3 2026.

  • Welch & Forbes held 18,062 shares of McCormick & Company Non-Voting worth $838K as of Q3 2026.
  • Welch & Forbes sold 575 McCormick & Company Non-Voting shares in Q3 2026, an estimated $29.9K.
  • McCormick & Company Non-Voting made up 0.01% of Welch & Forbes's portfolio in Q3 2026, its #238 holding.
  • Welch & Forbes first reported a position in McCormick & Company Non-Voting in Q2 2021 and has held it in 22 quarters since.
  • Welch & Forbes's McCormick & Company Non-Voting position peaked at $1.2M in Q4 2023.
  • 689 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2026.

Based on Welch & Forbes's 13F filing for Q3 2026, filed 4 Nov 2026.