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Atlantic Edge Private Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Atlantic Edge Private 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
2024
Q4 		– Sell
-49
Closed -$4.03K – 503
2024
Q3 		$4.03K Hold
49
– – ﹤0.01% 417
2024
Q2 		$3.48K Hold
49
– – ﹤0.01% 400
2024
Q1 		$3.76K Hold
49
– – ﹤0.01% 406
2023
Q4 		$3.35K Buy
+49
New +$3.21K ﹤0.01% 395

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Atlantic Edge Private Wealth Management's MKC Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q4 2024, closing a stake of 49 shares — an estimated $4.03K sold.

Atlantic Edge Private Wealth Management first reported a position in MKC in Q4 2023 and held it in 4 quarters. The position peaked at $4.03K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold MKC as of Q4 2024.

  • Atlantic Edge Private Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q4 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 49 McCormick & Company Non-Voting shares in Q4 2024, an estimated $4.03K.
  • Atlantic Edge Private Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2023 and held it in 4 quarters.
  • Atlantic Edge Private Wealth Management's McCormick & Company Non-Voting position peaked at $4.03K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.