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

Delos 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
2024
Q4 		– Sell
-115
Closed -$9.46K – 212
2024
Q3 		$9.46K Hold
115
– – 0.01% 114
2024
Q2 		$8.16K Hold
115
– – 0.01% 135
2024
Q1 		$8.83K Hold
115
– – 0.01% 130
2023
Q4 		$7.87K Hold
115
– – 0.01% 106
2023
Q3 		$9.44K Hold
115
– – 0.01% 142
2023
Q2 		$10K Hold
115
– – 0.01% 138
2023
Q1 		$9.57K Buy
+115
New +$8.77K 0.01% 134

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return