WJWM
MKC icon

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

Williams Jones 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 		$5.88M Sell
116,554
-573,030
-83% -$28.1M 0.07% 132
2026
Q1 		$34.8M Sell
689,584
-73,052
-10% -$4.65M 0.43% 52
2025
Q4 		$51.9M Sell
762,636
-11,833
-2% -$786K 0.59% 43
2025
Q3 		$51.8M Sell
774,469
-4,997
-0.6% -$350K 0.59% 42
2025
Q2 		$59.1M Sell
779,466
-5,074
-0.6% -$380K 0.71% 41
2025
Q1 		$64.6M Sell
784,540
-25,492
-3% -$2M 0.83% 39
2024
Q4 		$61.8M Sell
810,032
-26,884
-3% -$2.11M 0.74% 40
2024
Q3 		$68.9M Sell
836,916
-14,808
-2% -$1.15M 0.81% 39
2024
Q2 		$60.4M Sell
851,724
-15,779
-2% -$1.15M 0.75% 38
2024
Q1 		$66.6M Sell
867,503
-37,363
-4% -$2.54M 0.85% 37
2023
Q4 		$61.9M Sell
904,866
-165,641
-15% -$10.8M 0.87% 34
2023
Q3 		$81M Sell
1,070,507
-8,678
-0.8% -$725K 1.24% 28
2023
Q2 		$94.1M Buy
1,079,185
+1,459
+0.1% +$129K 1.41% 23
2023
Q1 		$89.7M Buy
1,077,726
+94
+0% +$7.17K 1.4% 25
2022
Q4 		$89.3M Sell
1,077,632
-22,415
-2% -$1.81M 1.5% 24
2022
Q3 		$78.4M Buy
1,100,047
+16,540
+2% +$1.39M 1.36% 25
2022
Q2 		$90.2M Buy
1,083,507
+61,679
+6% +$5.84M 1.46% 23
2022
Q1 		$102M Buy
1,021,828
+12,896
+1% +$1.26M 1.42% 22
2021
Q4 		$97.5M Sell
1,008,932
-7,912
-0.8% -$674K 1.22% 27
2021
Q3 		$82.4M Sell
1,016,844
-21,758
-2% -$1.87M 1.15% 29
2021
Q2 		$91.7M Buy
1,038,602
+8,033
+0.8% +$716K 1.28% 28
2021
Q1 		$91.9M Buy
1,030,569
+8,735
+0.9% +$777K 1.44% 23
2020
Q4 		$97.7M Buy
1,021,834
+14,672
+1% +$1.38M 1.59% 21
2020
Q3 		$97.7M Sell
1,007,162
-19,618
-2% -$1.92M 1.81% 17
2020
Q2 		$92.1M Sell
1,026,780
-5,626
-0.5% -$463K 1.89% 16
2020
Q1 		$72.9M Sell
1,032,406
-205,686
-17% -$16M 1.9% 15
2019
Q4 		$105M Sell
1,238,092
-5,462
-0.4% -$452K 2.01% 12
2019
Q3 		$97.2M Buy
+1,243,554
New +$99.9M 1.99% 12

Other funds holding MKC

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Williams Jones Wealth Management's MKC Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its McCormick & Company Non-Voting (MKC) stake by 83% in Q2 2026, selling an estimated $28.1M and leaving 116,554 shares worth $5.88M. The position accounts for 0.07% of the portfolio, ranked #132.

Williams Jones Wealth Management first reported a position in MKC in Q3 2019 and has held it in 28 quarters since. The position peaked at $105M in Q4 2019. 441 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • Williams Jones Wealth Management held 116,554 shares of McCormick & Company Non-Voting worth $5.88M as of Q2 2026.
  • Williams Jones Wealth Management sold 573,030 McCormick & Company Non-Voting shares in Q2 2026, an estimated $28.1M.
  • McCormick & Company Non-Voting made up 0.07% of Williams Jones Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Williams Jones Wealth Management first reported a position in McCormick & Company Non-Voting in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's McCormick & Company Non-Voting position peaked at $105M in Q4 2019.
  • 441 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.