HIM
MKC icon

Hotaling Investment Management’s McCormick & Company Non-Voting MKC Stock Holding History

Hotaling Investment Management’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
2022
Q4 		$206K Buy
+2,490
New +$201K 0.09% 116
2022
Q3 		– Sell
-4,920
Closed -$410K – 120
2022
Q2 		$410K Buy
4,920
+2,430
+98% +$230K 0.18% 90
2022
Q1 		$249K Sell
2,490
-2,400
-49% -$235K 0.1% 112
2021
Q4 		$472K Buy
+4,890
New +$416K 0.16% 89

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotaling Investment Management's MKC Position: Q4 2022 in Review

Hotaling Investment Management opened a new position in McCormick & Company Non-Voting (MKC) in Q4 2022: 2,490 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #116 among its holdings. This is a return to the name: Hotaling Investment Management previously reported a position in MKC as recently as Q2 2022.

Hotaling Investment Management first reported a position in MKC in Q4 2021 and has held it in 4 quarters since. The position peaked at $472K in Q4 2021. 933 funds tracked by Wall St. Rank hold MKC as of Q4 2022.

  • Hotaling Investment Management held 2,490 shares of McCormick & Company Non-Voting worth $206K as of Q4 2022.
  • McCormick & Company Non-Voting was a new Hotaling Investment Management position in Q4 2022.
  • McCormick & Company Non-Voting made up 0.09% of Hotaling Investment Management's portfolio in Q4 2022, its #116 holding.
  • Hotaling Investment Management first reported a position in McCormick & Company Non-Voting in Q4 2021 and has held it in 4 quarters since.
  • Hotaling Investment Management's McCormick & Company Non-Voting position peaked at $472K in Q4 2021.
  • 933 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.