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Delap Wealth Advisory’s McCormick & Company Non-Voting MKC Stock Holding History

Delap Wealth Advisory’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
Q2 		– Sell
-3,502
Closed -$269K – 225
2024
Q1 		$269K Buy
+3,502
New +$238K 0.11% 175

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 $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Delap Wealth Advisory's MKC Position: Q2 2024 in Review

Delap Wealth Advisory sold out of McCormick & Company Non-Voting (MKC) in Q2 2024, closing a stake of 3,502 shares — an estimated $269K sold.

Delap Wealth Advisory first reported a position in MKC in Q1 2024 and held it in 1 quarter. The position peaked at $269K in Q1 2024. 944 funds tracked by Wall St. Rank hold MKC as of Q2 2024.

  • Delap Wealth Advisory reported no remaining McCormick & Company Non-Voting position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 3,502 McCormick & Company Non-Voting shares in Q2 2024, an estimated $269K.
  • Delap Wealth Advisory first reported a position in McCormick & Company Non-Voting in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's McCormick & Company Non-Voting position peaked at $269K in Q1 2024.
  • 944 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.