Modern Wealth Management, LLC
- SEC CIK
- 0002001900
- Latest filing
- Aug 13, 2026
MKC holding history
McCormick & Co Inc in every 13F filed by Modern Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MKC overviewAll 13F holders of MKCFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −2,973−100.0% | Sold out | Holders |
| Q4 2025 | 2,973 | $202.6K | <0.1% | −30−1.0% | Reduced | Holders |
| Q3 2025 | 3,003 | $201.0K | <0.1% | −180−5.7% | Reduced | Holders |
| Q2 2025 | 3,183 | $241.4K | <0.1% | +106+3.4% | Added | Holders |
| Q1 2025 | 3,077 | $253.3K | <0.1% | +3,077 | New | Holders |