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

Evolution 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
2021
Q4 		– Sell
-32
Closed -$3K – 441
2021
Q3 		$3K Hold
32
– – ﹤0.01% 614
2021
Q2 		$3K Hold
32
– – ﹤0.01% 597
2021
Q1 		$3K Hold
32
– – ﹤0.01% 604
2020
Q4 		$3K Hold
32
– – ﹤0.01% 527
2020
Q3 		$3K Hold
32
– – ﹤0.01% 507
2020
Q2 		$3K Buy
+32
New +$2.64K ﹤0.01% 444
2019
Q4 		– Sell
-32
Closed -$3K – 662
2019
Q3 		$3K Buy
+32
New +$2.57K ﹤0.01% 370

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Evolution Wealth Advisors's MKC Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of McCormick & Company Non-Voting (MKC) in Q4 2021, closing a stake of 32 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in MKC in Q3 2019 and held it in 7 quarters. The position peaked at $3K in Q3 2021. 973 funds tracked by Wall St. Rank hold MKC as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining McCormick & Company Non-Voting position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 32 McCormick & Company Non-Voting shares in Q4 2021, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q3 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's McCormick & Company Non-Voting position peaked at $3K in Q3 2021.
  • 973 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.