Back to MKC-V
HB Wealth Management, LLC → MKC-V
HB Wealth Management, LLC MKC-V Position History
McCormick & Company, Incorporated
Quarters held
12
Latest value
$646K
Q3 2026
Peak value
$19.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.9M |
| Q4 2025 | $8.1M |
| Q4 2025 | $4.9M |
| Q1 2026 | $1.4M |
| Q1 2026 | $8.8M |
| Q1 2026 | $3.6M |
| Q2 2026 | $16.8M |
| Q2 2026 | $1.4M |
| Q2 2026 | $696K |
| Q3 2026 | $19.3M |
| Q3 2026 | $1.3M |
| Q3 2026 | $646K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $646K | 13.8K | — | — |
| Q3 2026 | $1.3M | 26.6K | — | — |
| Q3 2026 | $19.3M | 416.9K | — | — |
| Q2 2026 | $696K | 13.8K | — | — |
| Q2 2026 | $1.4M | 28.4K | — | — |
| Q2 2026 | $16.8M | 333.1K | — | — |
| Q1 2026 | $3.6M | 71.4K | — | — |
| Q1 2026 | $8.8M | 174.0K | — | — |
| Q1 2026 | $1.4M | 28.4K | — | — |
| Q4 2025 | $4.9M | 71.4K | — | — |
| Q4 2025 | $8.1M | 118.8K | — | — |
| Q4 2025 | $1.9M | 28.4K | — | — |
Other funds holding MKC-V
$2.5B
$2.4B
$2.1B
$1.3B
$1.3B
$1.2B
$1.2B