Buttonwood Financial Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Buttonwood Financial Advisors’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 Q4	–	Sell	-3,254	Closed	-$268K	–	98
2024 Q3	$268K	Sell	3,254 -370	-10%	-$28.8K	0.12%	90
2024 Q2	$257K	Sell	3,624 -1,300	-26%	-$94.6K	0.12%	91
2024 Q1	$378K	Sell	4,924 -73	-1%	-$4.96K	0.18%	83
2023 Q4	$342K	Hold	4,997	–	–	0.19%	83
2023 Q3	$378K	Sell	4,997 -45	-0.9%	-$3.76K	0.24%	79
2023 Q2	$440K	Sell	5,042 -55	-1%	-$4.86K	0.28%	67
2023 Q1	$424K	Hold	5,097	–	–	0.33%	55
2022 Q4	$422K	Sell	5,097 -1,370	-21%	-$110K	0.36%	58
2022 Q3	$484K	Sell	6,467 -185	-3%	-$15.5K	0.44%	50
2022 Q2	$554K	Buy	6,652 +3,600	+118%	+$341K	0.5%	46
2022 Q1	$305K	Buy	+3,052	New	+$298K	0.28%	56

Other funds holding MKC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Buttonwood Financial Advisors's MKC Position: Q4 2024 in Review

Buttonwood Financial Advisors sold out of McCormick & Company Non-Voting (MKC) in Q4 2024, closing a stake of 3,254 shares — an estimated $268K sold.

Buttonwood Financial Advisors first reported a position in MKC in Q1 2022 and held it in 11 quarters. The position peaked at $554K in Q2 2022. 1,028 funds tracked by Wall St. Rank hold MKC as of Q4 2024.

Buttonwood Financial Advisors reported no remaining McCormick & Company Non-Voting position as of Q4 2024 after selling out during the quarter.
Buttonwood Financial Advisors sold 3,254 McCormick & Company Non-Voting shares in Q4 2024, an estimated $268K.
Buttonwood Financial Advisors first reported a position in McCormick & Company Non-Voting in Q1 2022 and held it in 11 quarters.
Buttonwood Financial Advisors's McCormick & Company Non-Voting position peaked at $554K in Q2 2022.
1,028 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2024.

Based on Buttonwood Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.