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Heritage Wealth Management (Ohio)’s McCormick & Company Non-Voting MKC Stock Holding History

Heritage Wealth Management (Ohio)’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
-2,600
Closed -$214K – 232
2024
Q3 		$214K Sell
2,600
-600
-19% -$46.8K 0.07% 216
2024
Q2 		$227K Buy
+3,200
New +$233K 0.08% 206

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

Heritage Wealth Management (Ohio)'s MKC Position: Q4 2024 in Review

Heritage Wealth Management (Ohio) sold out of McCormick & Company Non-Voting (MKC) in Q4 2024, closing a stake of 2,600 shares — an estimated $214K sold.

Heritage Wealth Management (Ohio) first reported a position in MKC in Q2 2024 and held it in 2 quarters. The position peaked at $227K in Q2 2024. 1,025 funds tracked by Wall St. Rank hold MKC as of Q4 2024.

  • Heritage Wealth Management (Ohio) reported no remaining McCormick & Company Non-Voting position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 2,600 McCormick & Company Non-Voting shares in Q4 2024, an estimated $214K.
  • Heritage Wealth Management (Ohio) first reported a position in McCormick & Company Non-Voting in Q2 2024 and held it in 2 quarters.
  • Heritage Wealth Management (Ohio)'s McCormick & Company Non-Voting position peaked at $227K in Q2 2024.
  • 1,025 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2024.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q4 2024, filed 5 Feb 2025.