Janiczek Wealth Management’s McCormick & Company Non-Voting MKC Stock Holding History

Janiczek Wealth 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
2024 Q2	$6.95K	Buy	98 +8	+9%	+$582	﹤0.01%	703
2024 Q1	$6.91K	Hold	90	–	–	﹤0.01%	730
2023 Q4	$6.16K	Sell	90 -44	-33%	-$2.88K	﹤0.01%	730
2023 Q3	$10.1K	Buy	134 +41	+44%	+$3.42K	﹤0.01%	635
2023 Q2	$8.11K	Hold	93	–	–	﹤0.01%	602
2023 Q1	$7.91K	Buy	93 +90	+3,000%	+$6.86K	﹤0.01%	612
2022 Q4	$243	Hold	3	–	–	﹤0.01%	974
2022 Q3	$0	Hold	3	–	–	﹤0.01%	1017
2022 Q2	$0	Hold	3	–	–	﹤0.01%	1029
2022 Q1	$0	Hold	3	–	–	﹤0.01%	1038
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1065
2021 Q3	$0	Buy	+3	New	+$258	﹤0.01%	1010

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Janiczek Wealth Management's MKC Position: Q2 2024 in Review

Janiczek Wealth Management increased its McCormick & Company Non-Voting (MKC) stake by 8.9% in Q2 2024, buying an estimated $582 and bringing the position to 98 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Janiczek Wealth Management first reported a position in MKC in Q3 2021 and has held it in 12 quarters since. The position peaked at $10.1K in Q3 2023. 943 funds tracked by Wall St. Rank hold MKC as of Q2 2024.

Janiczek Wealth Management held 98 shares of McCormick & Company Non-Voting worth $6.95K as of Q2 2024.
Janiczek Wealth Management bought 8 McCormick & Company Non-Voting shares in Q2 2024, an estimated $582.
McCormick & Company Non-Voting made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #703 holding.
Janiczek Wealth Management first reported a position in McCormick & Company Non-Voting in Q3 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's McCormick & Company Non-Voting position peaked at $10.1K in Q3 2023.
943 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.