Planning Strategies Inc.’s McCormick & Company Non-Voting MKC Stock Holding History

Planning Strategies Inc.’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	$1.36K	Buy	+27	New	+$1.32K	﹤0.01%	684

Other funds holding MKC

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Planning Strategies Inc.'s MKC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in McCormick & Company Non-Voting (MKC) in Q2 2026: 27 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings.

332 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

Planning Strategies Inc. held 27 shares of McCormick & Company Non-Voting worth $1.36K as of Q2 2026.
McCormick & Company Non-Voting was a new Planning Strategies Inc. position in Q2 2026.
McCormick & Company Non-Voting made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #684 holding.
332 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.