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Wellington-Altus USA’s McCormick & Company Non-Voting MKC Stock Holding History

Wellington-Altus USA’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 		$12.5K Hold
248
– – 0.01% 564
2026
Q1 		$12.5K Buy
248
+60
+32% +$3.82K 0.01% 588
2025
Q4 		$12.8K Buy
+188
New +$12.5K 0.01% 559

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Vanguard Capital Management
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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

Wellington-Altus USA's MKC Position: Q2 2026 in Review

Wellington-Altus USA held its McCormick & Company Non-Voting (MKC) position steady in Q2 2026 at 248 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #564.

Wellington-Altus USA first reported a position in MKC in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.8K in Q4 2025. 954 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Wellington-Altus USA held 248 shares of McCormick & Company Non-Voting worth $12.5K as of Q2 2026.
  • Wellington-Altus USA left its McCormick & Company Non-Voting share count unchanged in Q2 2026.
  • McCormick & Company Non-Voting made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #564 holding.
  • Wellington-Altus USA first reported a position in McCormick & Company Non-Voting in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's McCormick & Company Non-Voting position peaked at $12.8K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.