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

Evoke Wealth’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	-18	Closed	-$1K	–	829
2022 Q3	$1K	Sell	18 -37	-67%	-$3.1K	﹤0.01%	1126
2022 Q2	$5K	Sell	55 -11	-17%	-$1.04K	﹤0.01%	891
2022 Q1	$7K	Buy	66 +37	+128%	+$3.62K	﹤0.01%	839
2021 Q4	$3K	Buy	29 +5	+21%	+$426	﹤0.01%	996
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	1091
2021 Q2	$2K	Sell	24 -86	-78%	-$7.67K	﹤0.01%	1058
2021 Q1	$10K	Buy	110 +80	+267%	+$7.12K	﹤0.01%	693
2020 Q4	$3K	Hold	30	–	–	﹤0.01%	828
2020 Q3	$3K	Hold	30	–	–	﹤0.01%	782
2020 Q2	$3K	Hold	30	–	–	﹤0.01%	799
2020 Q1	$2.12K	Buy	+30	New	+$2.33K	﹤0.01%	789
2019 Q4	–	Sell	-90	Closed	-$7.04K	–	1380
2019 Q3	$7.04K	Buy	+90	New	+$7.23K	﹤0.01%	906

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FIS

Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.52B AUM 8.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth's MKC Position: Q4 2022 in Review

Evoke Wealth sold out of McCormick & Company Non-Voting (MKC) in Q4 2022, closing a stake of 18 shares — an estimated $1K sold.

Evoke Wealth first reported a position in MKC in Q3 2019 and held it in 12 quarters. The position peaked at $10K in Q1 2021. 933 funds tracked by Wall St. Rank hold MKC as of Q4 2022.

Evoke Wealth reported no remaining McCormick & Company Non-Voting position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 18 McCormick & Company Non-Voting shares in Q4 2022, an estimated $1K.
Evoke Wealth first reported a position in McCormick & Company Non-Voting in Q3 2019 and held it in 12 quarters.
Evoke Wealth's McCormick & Company Non-Voting position peaked at $10K in Q1 2021.
933 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.