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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

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return