B. Riley Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

B. Riley 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
2022 Q2	$279	Buy	3,357 +100	+3%	+$9.47K	﹤0.01%	550
2022 Q1	$325K	Buy	3,257 +112	+4%	+$10.9K	0.03%	431
2021 Q4	$304K	Buy	+3,145	New	+$268K	0.02%	472
2020 Q1	–	Sell	-3,254	Closed	-$276K	–	547
2019 Q4	$276K	Buy	3,254 +6	+0.2%	+$497	0.04%	303
2019 Q3	$253K	Buy	3,248 +220	+7%	+$17.7K	0.04%	308
2019 Q2	$235	Sell	3,028 -208	-6%	-$16K	0.04%	330
2019 Q1	$244K	Buy	+3,236	New	+$218K	0.04%	312
2015 Q3	–	Sell	-502	Closed	-$20K	–	517
2015 Q2	$20K	Buy	502 +2	+0.4%	+$78	0.02%	603
2015 Q1	$19K	Hold	500	–	–	0.01%	621
2014 Q4	$18K	Buy	500 +100	+25%	+$3.58K	0.01%	609
2014 Q3	$13K	Hold	400	–	–	0.01%	713
2014 Q2	$14K	Hold	400	–	–	0.01%	751
2014 Q1	$14K	Buy	+400	New	+$13.5K	0.01%	701

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FIS

Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Management's MKC Position: Q2 2022 in Review

B. Riley Wealth Management increased its McCormick & Company Non-Voting (MKC) stake by 3.1% in Q2 2022, buying an estimated $9.47K and bringing the position to 3,357 shares worth $279. The position accounts for ﹤0.01% of the portfolio, ranked #550.

B. Riley Wealth Management first reported a position in MKC in Q1 2014 and has held it in 13 quarters since. The position peaked at $325K in Q1 2022. 955 funds tracked by Wall St. Rank hold MKC as of Q2 2022.

B. Riley Wealth Management held 3,357 shares of McCormick & Company Non-Voting worth $279 as of Q2 2022.
B. Riley Wealth Management bought 100 McCormick & Company Non-Voting shares in Q2 2022, an estimated $9.47K.
McCormick & Company Non-Voting made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #550 holding.
B. Riley Wealth Management first reported a position in McCormick & Company Non-Voting in Q1 2014 and has held it in 13 quarters since.
B. Riley Wealth Management's McCormick & Company Non-Voting position peaked at $325K in Q1 2022.
955 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.