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Ahrens Investment Partners’s McCormick & Company Non-Voting MKC Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$16.6K Buy
+200
New +$15.3K 0.01% 503
2022
Q3 		– Sell
-232
Closed -$19K – 612
2022
Q2 		$19K Hold
232
– – 0.01% 512
2022
Q1 		$23K Hold
232
– – 0.01% 559
2021
Q4 		$22K Buy
+232
New +$19.8K 0.01% 562

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ahrens Investment Partners's MKC Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in McCormick & Company Non-Voting (MKC) in Q1 2023: 200 shares worth $16.6K. The stake represents 0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in MKC as recently as Q2 2022.

Ahrens Investment Partners first reported a position in MKC in Q4 2021 and has held it in 4 quarters since. The position peaked at $23K in Q1 2022. 940 funds tracked by Wall St. Rank hold MKC as of Q1 2023.

  • Ahrens Investment Partners held 200 shares of McCormick & Company Non-Voting worth $16.6K as of Q1 2023.
  • McCormick & Company Non-Voting was a new Ahrens Investment Partners position in Q1 2023.
  • McCormick & Company Non-Voting made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #503 holding.
  • Ahrens Investment Partners first reported a position in McCormick & Company Non-Voting in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's McCormick & Company Non-Voting position peaked at $23K in Q1 2022.
  • 940 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.