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West Branch Capital’s McCormick & Company Non-Voting MKC Stock Holding History

West Branch Capital’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 		$35.3K Hold
700
– – 0.01% 155
2026
Q1 		$35.3K Hold
700
– – 0.01% 148
2025
Q4 		$47.7K Hold
700
– – 0.01% 142
2025
Q3 		$46.8K Hold
700
– – 0.01% 149
2025
Q2 		$53.1K Sell
700
-637
-48% -$47.7K 0.02% 139
2025
Q1 		$110K Buy
1,337
+4
+0.3% +$313 0.04% 110
2024
Q4 		$102K Buy
1,333
+3
+0.2% +$236 0.03% 115
2024
Q3 		$109K Sell
1,330
-1,196
-47% -$93.2K 0.04% 115
2024
Q2 		$179K Buy
2,526
+4
+0.2% +$291 0.07% 88
2024
Q1 		$194K Buy
2,522
+4
+0.2% +$272 0.08% 86
2023
Q4 		$172K Buy
2,518
+4
+0.2% +$262 0.08% 84
2023
Q3 		$190K Buy
2,514
+2
+0.1% +$167 0.1% 77
2023
Q2 		$219K Buy
2,512
+3
+0.1% +$265 0.11% 75
2023
Q1 		$209K Buy
2,509
+3
+0.1% +$229 0.12% 74
2022
Q4 		$208K Buy
2,506
+3
+0.1% +$242 0.13% 74
2022
Q3 		$178K Buy
2,503
+3
+0.1% +$252 0.11% 81
2022
Q2 		$208K Buy
2,500
+2
+0.1% +$189 0.12% 77
2022
Q1 		$249K Buy
2,498
+2
+0.1% +$196 0.12% 75
2021
Q4 		$241K Buy
2,496
+2
+0.1% +$170 0.1% 80
2021
Q3 		$202K Buy
2,494
+3
+0.1% +$258 0.1% 83
2021
Q2 		$220K Buy
2,491
+2
+0.1% +$178 0.11% 84
2021
Q1 		$222K Buy
2,489
+2
+0.1% +$178 0.13% 83
2020
Q4 		$238K Buy
2,487
+1
+0% +$94 0.14% 79
2020
Q3 		$241K Buy
2,486
+2
+0.1% +$196 0.15% 76
2020
Q2 		$223K Buy
+2,484
New +$205K 0.16% 76
2020
Q1 		– Sell
-2,478
Closed -$210K – 86
2019
Q4 		$210K Buy
+2,478
New +$205K 0.15% 92

Other funds holding MKC

ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

West Branch Capital's MKC Position: Q2 2026 in Review

West Branch Capital held its McCormick & Company Non-Voting (MKC) position steady in Q2 2026 at 700 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #155.

West Branch Capital first reported a position in MKC in Q4 2019 and has held it in 26 quarters since. The position peaked at $249K in Q1 2022. 197 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • West Branch Capital held 700 shares of McCormick & Company Non-Voting worth $35.3K as of Q2 2026.
  • West Branch Capital left its McCormick & Company Non-Voting share count unchanged in Q2 2026.
  • McCormick & Company Non-Voting made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #155 holding.
  • West Branch Capital first reported a position in McCormick & Company Non-Voting in Q4 2019 and has held it in 26 quarters since.
  • West Branch Capital's McCormick & Company Non-Voting position peaked at $249K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.