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

Avitas 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
2021
Q4 		– Sell
-27,438
Closed -$2.22M – 188
2021
Q3 		$2.22M Buy
27,438
+5,443
+25% +$467K 0.4% 96
2021
Q2 		$1.94M Buy
21,995
+772
+4% +$68.9K 0.35% 111
2021
Q1 		$1.89M Buy
+21,223
New +$1.89M 0.37% 100

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

Avitas Wealth Management's MKC Position: Q4 2021 in Review

Avitas Wealth Management sold out of McCormick & Company Non-Voting (MKC) in Q4 2021, closing a stake of 27,438 shares — an estimated $2.22M sold.

Avitas Wealth Management first reported a position in MKC in Q1 2021 and held it in 3 quarters. The position peaked at $2.22M in Q3 2021. 973 funds tracked by Wall St. Rank hold MKC as of Q4 2021.

  • Avitas Wealth Management reported no remaining McCormick & Company Non-Voting position as of Q4 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 27,438 McCormick & Company Non-Voting shares in Q4 2021, an estimated $2.22M.
  • Avitas Wealth Management first reported a position in McCormick & Company Non-Voting in Q1 2021 and held it in 3 quarters.
  • Avitas Wealth Management's McCormick & Company Non-Voting position peaked at $2.22M in Q3 2021.
  • 973 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2021.

Based on Avitas Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.