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

Westbourne 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
-3,300
Closed -$250K – 148
2025
Q2 		$250K Buy
+3,300
New +$247K 0.13% 118

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Westbourne Investments's MKC Position: Q3 2025 in Review

Westbourne Investments sold out of McCormick & Company Non-Voting (MKC) in Q3 2025, closing a stake of 3,300 shares — an estimated $250K sold.

Westbourne Investments first reported a position in MKC in Q2 2025 and held it in 1 quarter. The position peaked at $250K in Q2 2025. 968 funds tracked by Wall St. Rank hold MKC as of Q3 2025.

  • Westbourne Investments reported no remaining McCormick & Company Non-Voting position as of Q3 2025 after selling out during the quarter.
  • Westbourne Investments sold 3,300 McCormick & Company Non-Voting shares in Q3 2025, an estimated $250K.
  • Westbourne Investments first reported a position in McCormick & Company Non-Voting in Q2 2025 and held it in 1 quarter.
  • Westbourne Investments's McCormick & Company Non-Voting position peaked at $250K in Q2 2025.
  • 968 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2025.

Based on Westbourne Investments's 13F filing for Q3 2025, filed 6 Nov 2025.