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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

MKC holding history

McCormick & Co Inc in every 13F filed by Bartlett & Co. 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 (Q2 2026)
202,292
Value
$10.2M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MKC by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026202,292$10.2M0.1%−60,239−22.9%ReducedHolders
Q1 2026262,531$12.6M0.2%−303,722−53.6%ReducedHolders
Q4 2025566,253$38.8M0.5%−38,896−6.4%ReducedHolders
Q3 2025605,149$40.5M0.5%+15,444+2.6%AddedHolders
Q2 2025589,705$44.7M0.6%−6,770−1.1%ReducedHolders
Q1 2025596,475$49.1M0.7%+16,914+2.9%AddedHolders
Q4 2024579,561$44.4M0.6%+16,653+3.0%AddedHolders
Q3 2024562,908$46.3M0.7%+23,744+4.4%AddedHolders
Q2 2024539,164$38.2M0.6%+17,674+3.4%AddedHolders
Q1 2024521,490$40.1M0.6%+64,095+14.0%AddedHolders
Q4 2023457,395$31.4M0.5%+152,213+49.9%AddedHolders
Q3 2023305,182$23.1M0.4%−22,341−6.8%ReducedHolders
Q2 2023327,523$28.6M0.5%−4,785−1.4%ReducedHolders
Q1 2023332,308$27.4M0.5%−7,421−2.2%ReducedHolders
Q4 2022339,729$28.3M0.6%−1,516−0.4%ReducedHolders
Q3 2022341,245$24.3M0.5%−3,538−1.0%ReducedHolders
Q2 2022344,783$28.7M0.6%−569−0.2%ReducedHolders
Q1 2022345,352$34.5M0.6%−2,914−0.8%ReducedHolders
Q4 2021348,266$33.8M0.6%+1,778+0.5%AddedHolders
Q3 2021346,488$28.1M0.5%−2,647−0.8%ReducedHolders
Q2 2021349,135$30.8M0.6%−6,278−1.8%ReducedHolders
Q1 2021355,413$31.7M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.