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Alaethes Wealth’s McCormick & Company Non-Voting MKC Stock Holding History

Alaethes Wealth’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
2021
Q4 		– Sell
-2
Closed – – 291
2021
Q3 		$0 Sell
2
-1,640
-100% -$141K ﹤0.01% 281
2021
Q2 		$145K Buy
+1,642
New +$146K 0.11% 96

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alaethes Wealth's MKC Position: Q4 2021 in Review

Alaethes Wealth sold out of McCormick & Company Non-Voting (MKC) in Q4 2021, closing a stake of 2 shares.

Alaethes Wealth first reported a position in MKC in Q2 2021 and held it in 2 quarters. The position peaked at $145K in Q2 2021. 973 funds tracked by Wall St. Rank hold MKC as of Q4 2021.

  • Alaethes Wealth reported no remaining McCormick & Company Non-Voting position as of Q4 2021 after selling out during the quarter.
  • Alaethes Wealth sold 2 McCormick & Company Non-Voting shares in Q4 2021.
  • Alaethes Wealth first reported a position in McCormick & Company Non-Voting in Q2 2021 and held it in 2 quarters.
  • Alaethes Wealth's McCormick & Company Non-Voting position peaked at $145K in Q2 2021.
  • 973 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2021.

Based on Alaethes Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.