Clearview Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History

Clearview Wealth 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
2022 Q3	–	Sell	-261	Closed	-$22K	–	614
2022 Q2	$22K	Buy	261 +1	+0.4%	+$95	0.02%	270
2022 Q1	$26K	Sell	260 -139	-35%	-$13.6K	0.02%	264
2021 Q4	$39K	Hold	399	–	–	0.02%	255
2021 Q3	$32K	Buy	399 +2	+0.5%	+$172	0.02%	283
2021 Q2	$35K	Buy	397 +1	+0.3%	+$89	0.02%	278
2021 Q1	$35K	Buy	396 +1	+0.3%	+$89	0.02%	268
2020 Q4	$38K	Buy	+395	New	+$37.3K	0.03%	224

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

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

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

FIS

Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 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

Clearview Wealth Advisors's MKC Position: Q3 2022 in Review

Clearview Wealth Advisors sold out of McCormick & Company Non-Voting (MKC) in Q3 2022, closing a stake of 261 shares — an estimated $22K sold.

Clearview Wealth Advisors first reported a position in MKC in Q4 2020 and held it in 7 quarters. The position peaked at $39K in Q4 2021. 908 funds tracked by Wall St. Rank hold MKC as of Q3 2022.

Clearview Wealth Advisors reported no remaining McCormick & Company Non-Voting position as of Q3 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 261 McCormick & Company Non-Voting shares in Q3 2022, an estimated $22K.
Clearview Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q4 2020 and held it in 7 quarters.
Clearview Wealth Advisors's McCormick & Company Non-Voting position peaked at $39K in Q4 2021.
908 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2022.

Based on Clearview Wealth Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.