Cascadia Advisory Services’s McCormick & Company Non-Voting MKC Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$2.54M	Buy	31,403 +6,093	+24%	+$523K	0.52%	76
2021 Q2	$2.23M	Buy	25,310 +2,144	+9%	+$191K	0.48%	80
2021 Q1	$2.06M	Buy	+23,166	New	+$2.06M	0.46%	74
2020 Q3	$1.43M	Buy	+14,700	New	+$1.44M	0.4%	77

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cascadia Advisory Services's MKC Position: Q3 2021 in Review

Cascadia Advisory Services increased its McCormick & Company Non-Voting (MKC) stake by 24% in Q3 2021, buying an estimated $523K and bringing the position to 31,403 shares worth $2.54M. The position accounts for 0.52% of the portfolio, ranked #76.

Cascadia Advisory Services first reported a position in MKC in Q3 2020 and has held it in 4 quarters since. 925 funds tracked by Wall St. Rank hold MKC as of Q3 2021.

Cascadia Advisory Services held 31,403 shares of McCormick & Company Non-Voting worth $2.54M as of Q3 2021.
Cascadia Advisory Services bought 6,093 McCormick & Company Non-Voting shares in Q3 2021, an estimated $523K.
McCormick & Company Non-Voting made up 0.52% of Cascadia Advisory Services's portfolio in Q3 2021, its #76 holding.
Cascadia Advisory Services first reported a position in McCormick & Company Non-Voting in Q3 2020 and has held it in 4 quarters since.
925 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.