James T. Borello RIA’s McCormick & Company Non-Voting MKC Stock Holding History

James T. Borello RIA’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 Q3	$3.53K	Buy	76 +1	+1%	+$52	﹤0.01%	851
2026 Q2	$3.78K	Sell	75 -31	-29%	-$1.52K	﹤0.01%	851
2026 Q1	$5.35K	Buy	106 +73	+221%	+$4.65K	﹤0.01%	728
2025 Q4	$2.25K	Buy	33 +13	+65%	+$863	﹤0.01%	760
2025 Q3	$1.34K	Buy	+20	New	+$1.4K	﹤0.01%	781

Other funds holding MKC

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return

AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

James T. Borello RIA's MKC Position: Q3 2026 in Review

James T. Borello RIA increased its McCormick & Company Non-Voting (MKC) stake by 1.3% in Q3 2026, buying an estimated $52 and bringing the position to 76 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

James T. Borello RIA first reported a position in MKC in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.35K in Q1 2026. 222 funds tracked by Wall St. Rank hold MKC as of Q3 2026.

James T. Borello RIA held 76 shares of McCormick & Company Non-Voting worth $3.53K as of Q3 2026.
James T. Borello RIA bought 1 McCormick & Company Non-Voting share in Q3 2026, an estimated $52.
McCormick & Company Non-Voting made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #851 holding.
James T. Borello RIA first reported a position in McCormick & Company Non-Voting in Q3 2025 and has held it in 5 quarters since.
James T. Borello RIA's McCormick & Company Non-Voting position peaked at $5.35K in Q1 2026.
222 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.