YIA
MKC icon

YHB Investment Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

YHB Investment Advisors’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 		$808K Sell
16,023
-3,701
-19% -$182K 0.05% 191
2026
Q1 		$995K Sell
19,724
-9,023
-31% -$575K 0.07% 172
2025
Q4 		$1.96M Sell
28,747
-3,515
-11% -$233K 0.14% 126
2025
Q3 		$2.16M Sell
32,262
-2,664
-8% -$187K 0.16% 116
2025
Q2 		$2.65M Sell
34,926
-1,449
-4% -$109K 0.2% 105
2025
Q1 		$2.99M Sell
36,375
-1,154
-3% -$90.4K 0.25% 90
2024
Q4 		$2.86M Sell
37,529
-1,301
-3% -$102K 0.24% 94
2024
Q3 		$3.2M Sell
38,830
-2,952
-7% -$230K 0.26% 91
2024
Q2 		$2.96M Sell
41,782
-2,429
-5% -$177K 0.26% 94
2024
Q1 		$3.4M Sell
44,211
-25,645
-37% -$1.74M 0.3% 81
2023
Q4 		$4.78M Sell
69,856
-16,970
-20% -$1.11M 0.46% 58
2023
Q3 		$6.57M Sell
86,826
-1,755
-2% -$147K 0.61% 44
2023
Q2 		$7.73M Sell
88,581
-702
-0.8% -$62K 0.72% 38
2023
Q1 		$7.43M Sell
89,283
-5,026
-5% -$383K 0.74% 37
2022
Q4 		$7.82M Sell
94,309
-1,239
-1% -$99.9K 0.83% 32
2022
Q3 		$6.81M Sell
95,548
-142
-0.1% -$11.9K 0.76% 35
2022
Q2 		$7.97M Sell
95,690
-776
-0.8% -$73.5K 0.84% 33
2022
Q1 		$9.63M Sell
96,466
-7,827
-8% -$765K 0.85% 29
2021
Q4 		$10.1M Sell
104,293
-1,567
-1% -$133K 0.8% 34
2021
Q3 		$8.58M Sell
105,860
-2,982
-3% -$256K 0.74% 36
2021
Q2 		$9.61M Buy
108,842
+746
+0.7% +$66.5K 0.82% 32
2021
Q1 		$9.6M Buy
108,096
+1,396
+1% +$124K 0.83% 34
2020
Q4 		$10.2M Buy
106,700
+634
+0.6% +$59.8K 0.97% 28
2020
Q3 		$10.3M Sell
106,066
-5,820
-5% -$570K 1.12% 24
2020
Q2 		$10M Sell
111,886
-214
-0.2% -$17.6K 1.45% 19
2020
Q1 		$7.92M Buy
112,100
+1,570
+1% +$122K 1.36% 21
2019
Q4 		$9.38M Sell
110,530
-660
-0.6% -$54.6K 1.34% 20
2019
Q3 		$8.69M Buy
111,190
+3,034
+3% +$244K 1.33% 21
2019
Q2 		$8.38M Sell
108,156
-2,764
-2% -$213K 1.33% 23
2019
Q1 		$8.35M Buy
110,920
+1,990
+2% +$134K 1.31% 24
2018
Q4 		$7.58M Buy
108,930
+14,864
+16% +$1.07M 1.36% 23
2018
Q3 		$6.2M Buy
94,066
+10,270
+12% +$634K 0.94% 33
2018
Q2 		$4.86M Buy
83,796
+4,598
+6% +$241K 0.8% 38
2018
Q1 		$4.21M Buy
79,198
+6,060
+8% +$319K 0.71% 43
2017
Q4 		$3.73M Buy
73,138
+1,920
+3% +$95.7K 0.64% 54
2017
Q3 		$3.65M Buy
71,218
+1,056
+2% +$50.9K 0.65% 49
2017
Q2 		$3.42M Buy
70,162
+3,040
+5% +$154K 0.59% 57
2017
Q1 		$3.35M Buy
67,122
+5,210
+8% +$252K 0.64% 51
2016
Q4 		$2.89M Buy
61,912
+15,640
+34% +$730K 0.6% 58
2016
Q3 		$2.31M Sell
46,272
-140
-0.3% -$7.09K 0.56% 58
2016
Q2 		$2.48M Buy
46,412
+2,060
+5% +$101K 0.54% 59
2016
Q1 		$2.21M Buy
44,352
+740
+2% +$33.3K 0.6% 53
2015
Q4 		$1.87M Buy
43,612
+1,750
+4% +$73.8K 0.42% 73
2015
Q3 		$1.72M Buy
41,862
+3,042
+8% +$124K 0.41% 76
2015
Q2 		$1.57M Buy
38,820
+4,570
+13% +$178K 0.34% 82
2015
Q1 		$1.32M Buy
34,250
+2,900
+9% +$108K 0.3% 91
2014
Q4 		$1.17M Buy
31,350
+1,290
+4% +$46.2K 0.27% 94
2014
Q3 		$1M Buy
30,060
+2,390
+9% +$82.2K 0.24% 98
2014
Q2 		$990K Buy
27,670
+1,730
+7% +$61.8K 0.24% 97
2014
Q1 		$930K Buy
25,940
+7,000
+37% +$236K 0.24% 99
2013
Q4 		$653K Buy
18,940
+2,004
+12% +$68.4K 0.18% 104
2013
Q3 		$548K Buy
16,936
+1,952
+13% +$68.4K 0.16% 106
2013
Q2 		$527K Buy
+14,984
New +$539K 0.16% 111

Other funds holding MKC

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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

YHB Investment Advisors's MKC Position: Q2 2026 in Review

YHB Investment Advisors reduced its McCormick & Company Non-Voting (MKC) stake by 19% in Q2 2026, selling an estimated $182K and leaving 16,023 shares worth $808K. The position accounts for 0.05% of the portfolio, ranked #191.

YHB Investment Advisors first reported a position in MKC in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.3M in Q3 2020. 250 funds tracked by Wall St. Rank hold MKC as of Q2 2026.

  • YHB Investment Advisors held 16,023 shares of McCormick & Company Non-Voting worth $808K as of Q2 2026.
  • YHB Investment Advisors sold 3,701 McCormick & Company Non-Voting shares in Q2 2026, an estimated $182K.
  • McCormick & Company Non-Voting made up 0.05% of YHB Investment Advisors's portfolio in Q2 2026, its #191 holding.
  • YHB Investment Advisors first reported a position in McCormick & Company Non-Voting in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's McCormick & Company Non-Voting position peaked at $10.3M in Q3 2020.
  • 250 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.