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
PeriodPosition 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

QuarterValueShares% PortfolioChange
Q3 2026$646K13.8K——
Q3 2026$1.3M26.6K——
Q3 2026$19.3M416.9K——
Q2 2026$696K13.8K——
Q2 2026$1.4M28.4K——
Q2 2026$16.8M333.1K——
Q1 2026$3.6M71.4K——
Q1 2026$8.8M174.0K——
Q1 2026$1.4M28.4K——
Q4 2025$4.9M71.4K——
Q4 2025$8.1M118.8K——
Q4 2025$1.9M28.4K——

Other funds holding MKC-V

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B