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Boit C.F. David’s McCormick & Company Non-Voting MKC Stock Holding History

Boit C.F. David’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
Q3 		– Sell
-2,000
Closed -$142K – 129
2024
Q2 		$142K Hold
2,000
– – 0.07% 93
2024
Q1 		$149K Hold
2,000
– – 0.08% 88
2023
Q4 		$138K Buy
+2,000
New +$131K 0.08% 94

Other funds holding MKC

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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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Boit C.F. David's MKC Position: Q3 2024 in Review

Boit C.F. David sold out of McCormick & Company Non-Voting (MKC) in Q3 2024, closing a stake of 2,000 shares — an estimated $142K sold.

Boit C.F. David first reported a position in MKC in Q4 2023 and held it in 3 quarters. The position peaked at $149K in Q1 2024. 1,011 funds tracked by Wall St. Rank hold MKC as of Q3 2024.

  • Boit C.F. David reported no remaining McCormick & Company Non-Voting position as of Q3 2024 after selling out during the quarter.
  • Boit C.F. David sold 2,000 McCormick & Company Non-Voting shares in Q3 2024, an estimated $142K.
  • Boit C.F. David first reported a position in McCormick & Company Non-Voting in Q4 2023 and held it in 3 quarters.
  • Boit C.F. David's McCormick & Company Non-Voting position peaked at $149K in Q1 2024.
  • 1,011 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2024.

Based on Boit C.F. David's 13F filing for Q3 2024, filed 7 Oct 2024.