AWM
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Avior Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Avior 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
2025
Q1 		– Sell
-759
Closed -$57.9K – 1708
2024
Q4 		$57.9K Buy
759
+74
+11% +$5.81K ﹤0.01% 1091
2024
Q3 		$56.4K Sell
685
-1
-0.1% -$78 ﹤0.01% 1076
2024
Q2 		$48.7K Sell
686
-608
-47% -$44.3K ﹤0.01% 1094
2024
Q1 		$99.4K Buy
1,294
+670
+107% +$45.5K ﹤0.01% 967
2023
Q4 		$42.7K Sell
624
-558
-47% -$36.5K ﹤0.01% 758
2023
Q3 		$89.4K Buy
1,182
+566
+92% +$47.3K 0.01% 648
2023
Q2 		$53.7K Sell
616
-14
-2% -$1.24K ﹤0.01% 745
2023
Q1 		$52.4K Buy
630
+570
+950% +$43.5K ﹤0.01% 757
2022
Q4 		$4.97K Sell
60
-692
-92% -$55.8K ﹤0.01% 950
2022
Q3 		$53K Buy
752
+692
+1,153% +$58K ﹤0.01% 595
2022
Q2 		$4K Sell
60
-65
-52% -$6.16K ﹤0.01% 885
2022
Q1 		$12K Buy
125
+65
+108% +$6.35K ﹤0.01% 803
2021
Q4 		$5K Sell
60
-8,713
-99% -$742K ﹤0.01% 888
2021
Q3 		$710K Sell
8,773
-927
-10% -$79.6K 0.06% 243
2021
Q2 		$856K Buy
9,700
+469
+5% +$41.8K 0.09% 203
2021
Q1 		$823K Buy
9,231
+9,201
+30,670% +$819K 0.09% 201
2020
Q4 		$2K Buy
+30
New +$2.83K ﹤0.01% 881
2018
Q2 		– Sell
-14
Closed -$1K – 831
2018
Q1 		$1K Hold
14
– – ﹤0.01% 747
2017
Q4 		$1K Buy
+14
New +$698 ﹤0.01% 750

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avior Wealth Management's MKC Position: Q1 2025 in Review

Avior Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q1 2025, closing a stake of 759 shares — an estimated $57.9K sold.

Avior Wealth Management first reported a position in MKC in Q4 2017 and held it in 19 quarters. The position peaked at $856K in Q2 2021. 1,033 funds tracked by Wall St. Rank hold MKC as of Q1 2025.

  • Avior Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 759 McCormick & Company Non-Voting shares in Q1 2025, an estimated $57.9K.
  • Avior Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2017 and held it in 19 quarters.
  • Avior Wealth Management's McCormick & Company Non-Voting position peaked at $856K in Q2 2021.
  • 1,033 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.