Gradient Investments’s McCormick & Company Non-Voting MKC Stock Holding History

Gradient Investments’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 Q3	–	Sell	-46	Closed	-$3.26K	–	911
2024 Q2	$3.26K	Buy	+46	New	+$3.35K	﹤0.01%	917
2024 Q1	–	Sell	-20	Closed	-$1.37K	–	1596
2023 Q4	$1.37K	Hold	20	–	–	﹤0.01%	1336
2023 Q3	$1.51K	Hold	20	–	–	﹤0.01%	1251
2023 Q2	$1.75K	Buy	+20	New	+$1.77K	﹤0.01%	1193
2022 Q4	–	Sell	-69	Closed	-$5K	–	1600
2022 Q3	$5K	Buy	+69	New	+$5.79K	﹤0.01%	961
2020 Q2	–	Sell	-8	Closed	-$1K	–	1137
2020 Q1	$1K	Sell	8 -70	-90%	-$5.43K	﹤0.01%	1016
2019 Q4	$7K	Buy	78 +72	+1,200%	+$5.96K	﹤0.01%	768
2019 Q3	$0	Buy	+6	New	+$482	﹤0.01%	1184
2018 Q1	–	Sell	-16	Closed	-$1K	–	1104
2017 Q4	$1K	Buy	+16	New	+$797	﹤0.01%	924
2017 Q3	–	Sell	-4	Closed	–	–	524
2017 Q2	$0	Buy	+4	New	+$202	﹤0.01%	870
2016 Q3	–	Sell	-150	Closed	-$8K	–	754
2016 Q2	$8K	Hold	150	–	–	﹤0.01%	466
2016 Q1	$7K	Hold	150	–	–	﹤0.01%	482
2015 Q4	$6K	Buy	+150	New	+$6.33K	﹤0.01%	463

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

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Gradient Investments's MKC Position: Q3 2024 in Review

Gradient Investments sold out of McCormick & Company Non-Voting (MKC) in Q3 2024, closing a stake of 46 shares — an estimated $3.26K sold.

Gradient Investments first reported a position in MKC in Q4 2015 and held it in 13 quarters. The position peaked at $8K in Q2 2016. 1,011 funds tracked by Wall St. Rank hold MKC as of Q3 2024.

Gradient Investments reported no remaining McCormick & Company Non-Voting position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 46 McCormick & Company Non-Voting shares in Q3 2024, an estimated $3.26K.
Gradient Investments first reported a position in McCormick & Company Non-Voting in Q4 2015 and held it in 13 quarters.
Gradient Investments's McCormick & Company Non-Voting position peaked at $8K in Q2 2016.
1,011 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.