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Capstone Triton Financial Group’s McCormick & Company Non-Voting MKC Stock Holding History

Capstone Triton Financial Group’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 		$798K Buy
10,469
+210
+2% +$16.5K 0.5% 69
2024
Q3 		$844K Sell
10,259
-164
-2% -$12.8K 0.54% 64
2024
Q2 		$739K Buy
10,423
+276
+3% +$20.1K 0.52% 63
2024
Q1 		$779K Buy
10,147
+1,762
+21% +$120K 0.55% 61
2023
Q4 		$574K Sell
8,385
-3,819
-31% -$250K 0.42% 65
2023
Q3 		$923K Buy
12,204
+521
+4% +$43.5K 0.67% 56
2023
Q2 		$1.02M Buy
11,683
+318
+3% +$28.1K 0.7% 53
2023
Q1 		$946K Buy
11,365
+1,984
+21% +$151K 0.71% 57
2022
Q4 		$778K Buy
9,381
+150
+2% +$12.1K 0.62% 62
2022
Q3 		$658K Buy
9,231
+380
+4% +$31.9K 0.56% 60
2022
Q2 		$735K Buy
8,851
+746
+9% +$70.7K 0.56% 61
2022
Q1 		$826K Buy
8,105
+906
+13% +$88.6K 0.58% 55
2021
Q4 		$688K Buy
7,199
+838
+13% +$71.4K 1.39% 32
2021
Q3 		$513K Buy
6,361
+1,273
+25% +$109K 0.31% 81
2021
Q2 		$449K Buy
5,088
+610
+14% +$54.4K 0.28% 79
2021
Q1 		$399K Buy
4,478
+85
+2% +$7.56K 0.26% 77
2020
Q4 		$420K Buy
+4,393
New +$415K 0.26% 61

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Capstone Triton Financial Group's MKC Position: Q4 2024 in Review

Capstone Triton Financial Group increased its McCormick & Company Non-Voting (MKC) stake by 2% in Q4 2024, buying an estimated $16.5K and bringing the position to 10,469 shares worth $798K. The position accounts for 0.5% of the portfolio, ranked #69.

Capstone Triton Financial Group first reported a position in MKC in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.02M in Q2 2023. 1,028 funds tracked by Wall St. Rank hold MKC as of Q4 2024.

  • Capstone Triton Financial Group held 10,469 shares of McCormick & Company Non-Voting worth $798K as of Q4 2024.
  • Capstone Triton Financial Group bought 210 McCormick & Company Non-Voting shares in Q4 2024, an estimated $16.5K.
  • McCormick & Company Non-Voting made up 0.5% of Capstone Triton Financial Group's portfolio in Q4 2024, its #69 holding.
  • Capstone Triton Financial Group first reported a position in McCormick & Company Non-Voting in Q4 2020 and has held it in 17 quarters since.
  • Capstone Triton Financial Group's McCormick & Company Non-Voting position peaked at $1.02M in Q2 2023.
  • 1,028 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2024.

Based on Capstone Triton Financial Group's 13F filing for Q4 2024, filed 10 Mar 2025.