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Wiser Advisor Group’s McCormick & Company Non-Voting MKC Stock Holding History

Wiser Advisor Group’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
Q2 		– Sell
-257
Closed -$21.1K – 169
2025
Q1 		$21.1K Buy
257
+2
+0.8% +$157 0.03% 143
2024
Q4 		$19.5K Buy
255
+1
+0.4% +$79 0.03% 149
2024
Q3 		$20.9K Buy
254
+1
+0.4% +$78 0.03% 151
2024
Q2 		$17.9K Buy
253
+2
+0.8% +$146 0.03% 158
2024
Q1 		$19.3K Buy
251
+1
+0.4% +$68 0.03% 151
2023
Q4 		$17.1K Buy
+250
New +$16.4K 0.03% 161

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wiser Advisor Group's MKC Position: Q2 2025 in Review

Wiser Advisor Group sold out of McCormick & Company Non-Voting (MKC) in Q2 2025, closing a stake of 257 shares — an estimated $21.1K sold.

Wiser Advisor Group first reported a position in MKC in Q4 2023 and held it in 6 quarters. The position peaked at $21.1K in Q1 2025. 1,029 funds tracked by Wall St. Rank hold MKC as of Q2 2025.

  • Wiser Advisor Group reported no remaining McCormick & Company Non-Voting position as of Q2 2025 after selling out during the quarter.
  • Wiser Advisor Group sold 257 McCormick & Company Non-Voting shares in Q2 2025, an estimated $21.1K.
  • Wiser Advisor Group first reported a position in McCormick & Company Non-Voting in Q4 2023 and held it in 6 quarters.
  • Wiser Advisor Group's McCormick & Company Non-Voting position peaked at $21.1K in Q1 2025.
  • 1,029 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2025.

Based on Wiser Advisor Group's 13F filing for Q2 2025, filed 8 Aug 2025.