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Fundsmith Investment Services’s McCormick & Company Non-Voting MKC Stock Holding History

Fundsmith Investment Services’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
Q4 		– Sell
-85,247
Closed -$7.02M – 34
2024
Q3 		$7.02M Sell
85,247
-2,125,681
-96% -$166M 0.09% 28
2024
Q2 		$157M Sell
2,210,928
-1,050,178
-32% -$76.4M 2.02% 17
2024
Q1 		$250M Sell
3,261,106
-814,482
-20% -$55.3M 3.33% 15
2023
Q4 		$279M Sell
4,075,588
-7,025
-0.2% -$460K 4.03% 12
2023
Q3 		$309M Buy
4,082,613
+1,619
+0% +$135K 4.81% 9
2023
Q2 		$356M Buy
4,080,994
+4,944
+0.1% +$437K 5.19% 8
2023
Q1 		$339M Buy
4,076,050
+2,589
+0.1% +$197K 5.22% 9
2022
Q4 		$338M Buy
4,073,461
+49,680
+1% +$4M 5.62% 8
2022
Q3 		$287M Sell
4,023,781
-11,097
-0.3% -$931K 4.96% 9
2022
Q2 		$336M Buy
4,034,878
+482,442
+14% +$45.7M 5.6% 6
2022
Q1 		$355M Buy
+3,552,436
New +$347M 4.86% 7

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fundsmith Investment Services's MKC Position: Q4 2024 in Review

Fundsmith Investment Services sold out of McCormick & Company Non-Voting (MKC) in Q4 2024, closing a stake of 85,247 shares — an estimated $7.02M sold.

Fundsmith Investment Services first reported a position in MKC in Q1 2022 and held it in 11 quarters. The position peaked at $356M in Q2 2023. 1,025 funds tracked by Wall St. Rank hold MKC as of Q4 2024.

  • Fundsmith Investment Services reported no remaining McCormick & Company Non-Voting position as of Q4 2024 after selling out during the quarter.
  • Fundsmith Investment Services sold 85,247 McCormick & Company Non-Voting shares in Q4 2024, an estimated $7.02M.
  • Fundsmith Investment Services first reported a position in McCormick & Company Non-Voting in Q1 2022 and held it in 11 quarters.
  • Fundsmith Investment Services's McCormick & Company Non-Voting position peaked at $356M in Q2 2023.
  • 1,025 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2024.

Based on Fundsmith Investment Services's 13F filing for Q4 2024, filed 14 Feb 2025.