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Kapitalo Investimentos’s McCormick & Company Non-Voting MKC Stock Holding History

Kapitalo Investimentos’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
Q4 		– Sell
-10,179
Closed -$770K – 647
2023
Q3 		$770K Buy
+10,179
New +$850K 0.1% 63

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Kapitalo Investimentos's MKC Position: Q4 2023 in Review

Kapitalo Investimentos sold out of McCormick & Company Non-Voting (MKC) in Q4 2023, closing a stake of 10,179 shares — an estimated $770K sold.

Kapitalo Investimentos first reported a position in MKC in Q3 2023 and held it in 1 quarter. The position peaked at $770K in Q3 2023. 952 funds tracked by Wall St. Rank hold MKC as of Q4 2023.

  • Kapitalo Investimentos reported no remaining McCormick & Company Non-Voting position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 10,179 McCormick & Company Non-Voting shares in Q4 2023, an estimated $770K.
  • Kapitalo Investimentos first reported a position in McCormick & Company Non-Voting in Q3 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's McCormick & Company Non-Voting position peaked at $770K in Q3 2023.
  • 952 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.