Western Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Western Wealth Management’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 Q1	$879K	Buy	+17,426	New	+$1.11M	0.03%	486
2024 Q4	–	Sell	-14,524	Closed	-$1.2M	–	716
2024 Q3	$1.2M	Buy	+14,524	New	+$1.13M	0.07%	283
2024 Q1	–	Sell	-11,285	Closed	-$772K	–	691
2023 Q4	$772K	Buy	11,285 +43	+0.4%	+$2.81K	0.06%	321
2023 Q3	$850K	Buy	11,242 +512	+5%	+$42.8K	0.07%	278
2023 Q2	$936K	Buy	10,730 +896	+9%	+$79.2K	0.08%	259
2023 Q1	$818K	Buy	9,834 +1,261	+15%	+$96.2K	0.08%	266
2022 Q4	$711K	Sell	8,573 -646	-7%	-$52.1K	0.07%	283
2022 Q3	$717K	Buy	9,219 +290	+3%	+$24.3K	0.04%	390
2022 Q2	$735K	Buy	8,929 +153	+2%	+$14.5K	0.04%	372
2022 Q1	$876K	Buy	+8,776	New	+$858K	0.04%	362
2021 Q2	$549K	Buy	+6,180	New	+$551K	0.06%	337

Other funds holding MKC

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

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Western Wealth Management's MKC Position: Q1 2026 in Review

Western Wealth Management opened a new position in McCormick & Company Non-Voting (MKC) in Q1 2026: 17,426 shares worth $879K. The stake represents 0.03% of the portfolio and ranks #486 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in MKC as recently as Q3 2024.

Western Wealth Management first reported a position in MKC in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.2M in Q3 2024. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

Western Wealth Management held 17,426 shares of McCormick & Company Non-Voting worth $879K as of Q1 2026.
McCormick & Company Non-Voting was a new Western Wealth Management position in Q1 2026.
McCormick & Company Non-Voting made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #486 holding.
Western Wealth Management first reported a position in McCormick & Company Non-Voting in Q2 2021 and has held it in 11 quarters since.
Western Wealth Management's McCormick & Company Non-Voting position peaked at $1.2M in Q3 2024.
953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.