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Bourgeon Capital Management’s McCormick & Company Non-Voting MKC Stock Holding History

Bourgeon Capital 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
Q3 		– Sell
-350
Closed -$30.5K – 412
2023
Q2 		$30.5K Hold
350
– – 0.01% 184
2023
Q1 		$29.1K Buy
+350
New +$26.7K 0.01% 171

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Bourgeon Capital Management's MKC Position: Q3 2023 in Review

Bourgeon Capital Management sold out of McCormick & Company Non-Voting (MKC) in Q3 2023, closing a stake of 350 shares — an estimated $30.5K sold.

Bourgeon Capital Management first reported a position in MKC in Q1 2023 and held it in 2 quarters. The position peaked at $30.5K in Q2 2023. 932 funds tracked by Wall St. Rank hold MKC as of Q3 2023.

  • Bourgeon Capital Management reported no remaining McCormick & Company Non-Voting position as of Q3 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 350 McCormick & Company Non-Voting shares in Q3 2023, an estimated $30.5K.
  • Bourgeon Capital Management first reported a position in McCormick & Company Non-Voting in Q1 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's McCormick & Company Non-Voting position peaked at $30.5K in Q2 2023.
  • 932 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2023.

Based on Bourgeon Capital Management's 13F filing for Q3 2023, filed 1 Nov 2023.