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

Appleton 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
Q3 		– Sell
-2,850
Closed -$249K – 301
2023
Q2 		$249K Sell
2,850
-650
-19% -$57.4K 0.02% 272
2023
Q1 		$291K Buy
+3,500
New +$267K 0.03% 257

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Appleton Partners's MKC Position: Q3 2023 in Review

Appleton Partners sold out of McCormick & Company Non-Voting (MKC) in Q3 2023, closing a stake of 2,850 shares — an estimated $249K sold.

Appleton Partners first reported a position in MKC in Q1 2023 and held it in 2 quarters. The position peaked at $291K in Q1 2023. 932 funds tracked by Wall St. Rank hold MKC as of Q3 2023.

  • Appleton Partners reported no remaining McCormick & Company Non-Voting position as of Q3 2023 after selling out during the quarter.
  • Appleton Partners sold 2,850 McCormick & Company Non-Voting shares in Q3 2023, an estimated $249K.
  • Appleton Partners first reported a position in McCormick & Company Non-Voting in Q1 2023 and held it in 2 quarters.
  • Appleton Partners's McCormick & Company Non-Voting position peaked at $291K in Q1 2023.
  • 932 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2023.

Based on Appleton Partners's 13F filing for Q3 2023, filed 3 Oct 2023.