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Burleson & Co’s McCormick & Company Non-Voting MKC Stock Holding History

Burleson & Co’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
Q4 		$829 Hold
10
– – ﹤0.01% 360
2022
Q3 		$1K Hold
10
– – ﹤0.01% 374
2022
Q2 		$1K Hold
10
– – ﹤0.01% 382
2022
Q1 		$1K Hold
10
– – ﹤0.01% 371
2021
Q4 		$1K Hold
10
– – ﹤0.01% 335
2021
Q3 		$1K Hold
10
– – ﹤0.01% 330
2021
Q2 		$1K Hold
10
– – ﹤0.01% 339
2021
Q1 		$1K Buy
+10
New +$890 ﹤0.01% 340

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Burleson & Co's MKC Position: Q4 2022 in Review

Burleson & Co held its McCormick & Company Non-Voting (MKC) position steady in Q4 2022 at 10 shares worth $829. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Burleson & Co first reported a position in MKC in Q1 2021 and has held it in 8 quarters since. The position peaked at $1K in Q3 2022. 934 funds tracked by Wall St. Rank hold MKC as of Q4 2022.

  • Burleson & Co held 10 shares of McCormick & Company Non-Voting worth $829 as of Q4 2022.
  • Burleson & Co left its McCormick & Company Non-Voting share count unchanged in Q4 2022.
  • McCormick & Company Non-Voting made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #360 holding.
  • Burleson & Co first reported a position in McCormick & Company Non-Voting in Q1 2021 and has held it in 8 quarters since.
  • Burleson & Co's McCormick & Company Non-Voting position peaked at $1K in Q3 2022.
  • 934 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.