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

Grey Fox 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
2023
Q2 		– Sell
-9
Closed -$749 – 358
2023
Q1 		$749 Buy
+9
New +$686 ﹤0.01% 478

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Grey Fox Wealth Advisors's MKC Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of McCormick & Company Non-Voting (MKC) in Q2 2023, closing a stake of 9 shares — an estimated $749 sold.

Grey Fox Wealth Advisors first reported a position in MKC in Q1 2023 and held it in 1 quarter. The position peaked at $749 in Q1 2023. 964 funds tracked by Wall St. Rank hold MKC as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining McCormick & Company Non-Voting position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 9 McCormick & Company Non-Voting shares in Q2 2023, an estimated $749.
  • Grey Fox Wealth Advisors first reported a position in McCormick & Company Non-Voting in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's McCormick & Company Non-Voting position peaked at $749 in Q1 2023.
  • 964 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.