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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s McCormick & Company Non-Voting MKC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-450
Closed -$30.8K – 361
2023
Q4 		$30.8K Buy
+450
New +$29.4K 0.02% 213

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MKC Position: Q1 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of McCormick & Company Non-Voting (MKC) in Q1 2024, closing a stake of 450 shares — an estimated $30.8K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MKC in Q4 2023 and held it in 1 quarter. The position peaked at $30.8K in Q4 2023. 947 funds tracked by Wall St. Rank hold MKC as of Q1 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining McCormick & Company Non-Voting position as of Q1 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 450 McCormick & Company Non-Voting shares in Q1 2024, an estimated $30.8K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in McCormick & Company Non-Voting in Q4 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s McCormick & Company Non-Voting position peaked at $30.8K in Q4 2023.
  • 947 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2024, filed 7 Aug 2026.