Cassady Schiller Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Cassady Schiller Wealth Management’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	$1.52K	Buy	+20	New	+$1.57K	﹤0.01%	659
2023 Q1	–	Sell	-136	Closed	-$11.3K	–	480
2022 Q4	$11.3K	Buy	+136	New	+$11K	0.01%	309
2022 Q1	–	Sell	-73	Closed	-$7K	–	401
2021 Q4	$7K	Buy	+73	New	+$6.22K	﹤0.01%	337

Other funds holding MKC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cassady Schiller Wealth Management's MKC Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in McCormick & Company Non-Voting (MKC) in Q4 2024: 20 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #659 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in MKC as recently as Q4 2022.

Cassady Schiller Wealth Management first reported a position in MKC in Q4 2021 and has held it in 3 quarters since. The position peaked at $11.3K in Q4 2022. 1,025 funds tracked by Wall St. Rank hold MKC as of Q4 2024.

Cassady Schiller Wealth Management held 20 shares of McCormick & Company Non-Voting worth $1.52K as of Q4 2024.
McCormick & Company Non-Voting was a new Cassady Schiller Wealth Management position in Q4 2024.
McCormick & Company Non-Voting made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #659 holding.
Cassady Schiller Wealth Management first reported a position in McCormick & Company Non-Voting in Q4 2021 and has held it in 3 quarters since.
Cassady Schiller Wealth Management's McCormick & Company Non-Voting position peaked at $11.3K in Q4 2022.
1,025 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.