West Family Investments’s McCormick & Company Non-Voting MKC Stock Holding History

West Family Investments’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
2025 Q3	–	Sell	-2,765	Closed	-$210K	–	392
2025 Q2	$210K	Buy	+2,765	New	+$207K	0.05%	332
2023 Q1	–	Sell	-3,608	Closed	-$299K	–	254
2022 Q4	$299K	Sell	3,608 -972	-21%	-$78.4K	0.1%	163
2022 Q3	$326K	Sell	4,580 -250	-5%	-$21K	0.14%	142
2022 Q2	$402K	Sell	4,830 -146	-3%	-$13.8K	0.16%	114
2022 Q1	$497K	Hold	4,976	–	–	0.14%	114
2021 Q4	$481K	Buy	+4,976	New	+$424K	0.13%	133
2021 Q3	–	Sell	-4,439	Closed	-$392K	–	372
2021 Q2	$392K	Buy	+4,439	New	+$396K	0.11%	175

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

West Family Investments's MKC Position: Q3 2025 in Review

West Family Investments sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 2,765 shares — an estimated $210K sold.

West Family Investments first reported a position in MKC in Q2 2021 and held it in 7 quarters. The position peaked at $497K in Q1 2022. 969 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

West Family Investments reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
West Family Investments sold 2,765 McCormick & Company Non-Voting shares in Q3 2025, an estimated $210K.
West Family Investments first reported a position in McCormick & Company Non-Voting in Q2 2021 and held it in 7 quarters.
West Family Investments's McCormick & Company Non-Voting position peaked at $497K in Q1 2022.
969 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on West Family Investments's 13F filing for Q3 2025, filed 12 Nov 2025.