9WM
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9258 Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

9258 Wealth Management’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
2022
Q1 		– Sell
-2,145
Closed -$207K – 374
2021
Q4 		$207K Buy
+2,145
New +$183K 0.05% 346

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State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

9258 Wealth Management's MKC Position: Q1 2022 in Review

9258 Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q1 2022, closing a stake of 2,145 shares — an estimated $207K sold.

9258 Wealth Management first reported a position in MKC in Q4 2021 and held it in 1 quarter. The position peaked at $207K in Q4 2021. 996 funds tracked by Wall St. Rank hold MKC as of Q1 2022.

  • 9258 Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q1 2022 after selling out during the quarter.
  • 9258 Wealth Management sold 2,145 McCormick & Company Non-Voting shares in Q1 2022, an estimated $207K.
  • 9258 Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2021 and held it in 1 quarter.
  • 9258 Wealth Management's McCormick & Company Non-Voting position peaked at $207K in Q4 2021.
  • 996 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.