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

BerganKDV 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
2023
Q2 		$1.05K Hold
12
– – ﹤0.01% 752
2023
Q1 		$999 Hold
12
– – ﹤0.01% 902
2022
Q4 		$995 Hold
12
– – ﹤0.01% 880
2022
Q3 		$1K Sell
12
-16
-57% -$1.34K ﹤0.01% 907
2022
Q2 		$2K Hold
28
– – ﹤0.01% 835
2022
Q1 		$3K Hold
28
– – ﹤0.01% 810
2021
Q4 		$3K Hold
28
– – ﹤0.01% 868
2021
Q3 		$2K Hold
28
– – ﹤0.01% 892
2021
Q2 		$2K Hold
28
– – ﹤0.01% 827
2021
Q1 		$2K Hold
28
– – ﹤0.01% 787
2020
Q4 		$3K Buy
28
+16
+133% +$1.51K ﹤0.01% 737
2020
Q3 		$1K Hold
12
– – ﹤0.01% 834
2020
Q2 		$1K Buy
+12
New +$988 ﹤0.01% 881

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return