Financial Management Professionals’s McCormick & Company Non-Voting MKC Stock Holding History

Financial Management Professionals’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
2023 Q4	–	Sell	-45	Closed	-$3K	–	1002
2023 Q3	$3K	Hold	45	–	–	﹤0.01%	670
2023 Q2	$4K	Hold	45	–	–	﹤0.01%	675
2023 Q1	$4K	Buy	+45	New	+$3.43K	﹤0.01%	721
2022 Q3	–	Sell	-63	Closed	-$5K	–	1039
2022 Q2	$5K	Buy	63 +46	+271%	+$4.36K	﹤0.01%	621
2022 Q1	$2K	Buy	+17	New	+$1.66K	﹤0.01%	789

Other funds holding MKC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Financial Management Professionals's MKC Position: Q4 2023 in Review

Financial Management Professionals sold out of McCormick & Company Non-Voting (MKC) in Q4 2023, closing a stake of 45 shares — an estimated $3K sold.

Financial Management Professionals first reported a position in MKC in Q1 2022 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 952 funds tracked by Wall St. Rank hold MKC as of Q4 2023.

Financial Management Professionals reported no remaining McCormick & Company Non-Voting position as of Q4 2023 after selling out during the quarter.
Financial Management Professionals sold 45 McCormick & Company Non-Voting shares in Q4 2023, an estimated $3K.
Financial Management Professionals first reported a position in McCormick & Company Non-Voting in Q1 2022 and held it in 5 quarters.
Financial Management Professionals's McCormick & Company Non-Voting position peaked at $5K in Q2 2022.
952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2023.

Based on Financial Management Professionals's 13F filing for Q4 2023, filed 12 Jan 2024.