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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 – 211
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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Delos Wealth Advisors's MKC Position: Q4 2024 in Review

Delos Wealth Advisors sold out of McCormick & Company Non-Voting (MKC) in Q4 2024, closing a stake of 115 shares — an estimated $9.46K sold.

Delos Wealth Advisors first reported a position in MKC in Q1 2023 and held it in 7 quarters. The position peaked at $10K in Q2 2023. 1,027 funds tracked by Wall St. Rank hold MKC as of Q4 2024.

  • Delos Wealth Advisors reported no remaining McCormick & Company Non-Voting position as of Q4 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 115 McCormick & Company Non-Voting shares in Q4 2024, an estimated $9.46K.
  • Delos Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q1 2023 and held it in 7 quarters.
  • Delos Wealth Advisors's McCormick & Company Non-Voting position peaked at $10K in Q2 2023.
  • 1,027 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2024.

Based on Delos Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.