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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
Q2 		$821K Sell
16,275
-1,151
-7% -$56.5K 0.03% 533
2026
Q1 		$879K Buy
+17,426
New +$1.11M 0.03% 486
2025
Q1 		– Sell
-12,822
Closed -$978K – 736
2024
Q4 		$978K Sell
12,822
-1,702
-12% -$134K 0.05% 321
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Western Wealth Management's MKC Position: Q2 2026 in Review

Western Wealth Management reduced its McCormick & Company Non-Voting (MKC) stake by 6.6% in Q2 2026, selling an estimated $56.5K and leaving 16,275 shares worth $821K. The position accounts for 0.03% of the portfolio, ranked #533.

Western Wealth Management first reported a position in MKC in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.2M in Q3 2024. 952 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Western Wealth Management held 16,275 shares of McCormick & Company Non-Voting worth $821K as of Q2 2026.
  • Western Wealth Management sold 1,151 McCormick & Company Non-Voting shares in Q2 2026, an estimated $56.5K.
  • McCormick & Company Non-Voting made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #533 holding.
  • Western Wealth Management first reported a position in McCormick & Company Non-Voting in Q2 2021 and has held it in 13 quarters since.
  • Western Wealth Management's McCormick & Company Non-Voting position peaked at $1.2M in Q3 2024.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.