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Enlightenment Research’s McCormick & Company Non-Voting MKC Stock Holding History

Enlightenment Research’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
Q4 		– Sell
-2,845
Closed -$203K – 48
2022
Q3 		$203K Buy
+2,845
New +$239K 0.45% 86
2021
Q2 		– Sell
-2,800
Closed -$250K – 187
2021
Q1 		$250K Buy
+2,800
New +$249K 0.3% 97
2019
Q4 		– Sell
-13,200
Closed -$1.03M – 99
2019
Q3 		$1.03M Buy
+13,200
New +$1.06M 2.29% 8
2019
Q1 		– Sell
-2,400
Closed -$167K – 434
2018
Q4 		$167K Buy
+2,400
New +$172K 0.21% 107

Other funds holding MKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Enlightenment Research's MKC Position: Q4 2022 in Review

Enlightenment Research sold out of McCormick & Company Non-Voting (MKC) in Q4 2022, closing a stake of 2,845 shares — an estimated $203K sold.

Enlightenment Research first reported a position in MKC in Q4 2018 and held it in 4 quarters. The position peaked at $1.03M in Q3 2019. 934 funds tracked by Wall St. Rank hold MKC as of Q4 2022.

  • Enlightenment Research reported no remaining McCormick & Company Non-Voting position as of Q4 2022 after selling out during the quarter.
  • Enlightenment Research sold 2,845 McCormick & Company Non-Voting shares in Q4 2022, an estimated $203K.
  • Enlightenment Research first reported a position in McCormick & Company Non-Voting in Q4 2018 and held it in 4 quarters.
  • Enlightenment Research's McCormick & Company Non-Voting position peaked at $1.03M in Q3 2019.
  • 934 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.